Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,362 | $48,337-18.6% | $67,560-41.7% | $80,959-51.4% |
| Participation rate | 61.3% | 66.4%-5.1pp | 72.9%-11.6pp | 67.7%-6.4pp |
| Annual return | 10.14% | 18.26%-8.1pp | 3533.50%-3523.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,380 | $2,023-31.8% | $2,737-49.6% | $2,757-50.0% |
| Participant deferral / active EE | $4,322 | $2,928+47.6% | $4,004+7.9% | $4,300+0.5% |
| Admin fee / account holder | $168 | $3,695-95.5% | $3,994-95.8% | $6,925-97.6% |