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 | $24,287 | $97,020-75.0% | $83,327-70.9% | $135,380-82.1% |
| Participation rate | 52.9% | 80.4%-27.5pp | 77.8%-24.8pp | 82.6%-29.7pp |
| Annual return | -11.78% | 12.31%-24.1pp | 10.64%-22.4pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,777 | $4,144-57.1% | $3,379-47.4% | $4,779-62.8% |
| Participant deferral / active EE | $2,667 | $5,964-55.3% | $5,565-52.1% | $5,609-52.4% |
| Admin fee / account holder | $13 | $8,426-99.8% | $7,540-99.8% | $10,828-99.9% |