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 | $83,257 | $64,719+28.6% | $112,249-25.8% | $68,486+21.6% |
| Participation rate | 52.9% | 67.2%-14.2pp | 75.1%-22.1pp | 67.9%-15.0pp |
| Annual return | -26.26% | -11.40%-14.9pp | 27.48%-53.7pp | -7.85%-18.4pp |
| Employer contribution / active EE | $1,022 | $2,747-62.8% | $3,636-71.9% | $2,597-60.6% |
| Participant deferral / active EE | $2,327 | $3,565-34.7% | $4,729-50.8% | $4,028-42.2% |
| Admin fee / account holder | $70 | $5,232-98.7% | $6,412-98.9% | $5,404-98.7% |