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 | $22,130 | $69,518-68.2% | $59,883-63.0% | $135,382-83.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -9.87% | 7.95%-17.8pp | 3.46%-13.3pp | 519.77%-529.6pp |
| Employer contribution / active EE | $2,042 | $3,235-36.9% | $2,722-25.0% | $4,779-57.3% |
| Participant deferral / active EE | $2,683 | $4,204-36.2% | $3,402-21.1% | $5,609-52.2% |
| Admin fee / account holder | $31 | $5,734-99.5% | $3,591-99.1% | $10,829-99.7% |