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 | $59,485 | $87,546-32.1% | $75,784-21.5% | $125,389-52.6% |
| Participation rate | 56.3% | 80.2%-23.9pp | 75.8%-19.6pp | 83.2%-26.9pp |
| Annual return | -4.41% | 13.49%-17.9pp | 9.68%-14.1pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,765 | $3,930-55.1% | $3,323-46.9% | $4,866-63.7% |
| Participant deferral / active EE | $4,718 | $4,230+11.5% | $3,652+29.2% | $5,352-11.8% |
| Admin fee / account holder | $171 | $6,503-97.4% | $5,300-96.8% | $9,541-98.2% |