Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,038 | $107,368-81.3% | $92,915-78.4% | $152,909-86.9% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 3.34% | 145.64%-142.3pp | 109.45%-106.1pp | 345.46%-342.1pp |
| Employer contribution / active EE | $752 | $4,222-82.2% | $3,653-79.4% | $4,764-84.2% |
| Participant deferral / active EE | $2,056 | $4,848-57.6% | $4,238-51.5% | $5,851-64.9% |
| Admin fee / account holder | $22 | $7,082-99.7% | $5,796-99.6% | $11,601-99.8% |