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 | $62,508 | $39,028+60.2% | $80,741-22.6% | $85,847-27.2% |
| Participation rate | 25.7% | 41.6%-15.8pp | 54.2%-28.4pp | 69.3%-43.6pp |
| Annual return | 10.08% | 26.31%-16.2pp | 87.30%-77.2pp | 318.61%-308.5pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,094 | $1,326+57.9% | $2,145-2.4% | $3,952-47.0% |
| Admin fee / account holder | $198 | $2,429-91.8% | $3,380-94.1% | $6,261-96.8% |