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 | $19,815 | $54,370-63.6% | $82,763-76.1% | $68,490-71.1% |
| Participation rate | 54.7% | 63.9%-9.2pp | 72.6%-17.8pp | 67.9%-13.2pp |
| Annual return | -21.82% | -13.67%-8.1pp | 702.45%-724.3pp | -7.85%-14.0pp |
| Employer contribution / active EE | $782 | $2,219-64.8% | $3,008-74.0% | $2,597-69.9% |
| Participant deferral / active EE | $2,601 | $3,247-19.9% | $4,395-40.8% | $4,028-35.4% |
| Admin fee / account holder | $206 | $4,398-95.3% | $5,325-96.1% | $5,403-96.2% |