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 | $15,187 | $49,976-69.6% | $66,674-77.2% | $82,637-81.6% |
| Participation rate | 9.1% | 63.1%-54.0pp | 73.7%-64.6pp | 68.1%-59.0pp |
| Annual return | 13.30% | 39.09%-25.8pp | 321.24%-307.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $575 | $2,847-79.8% | $4,084-85.9% | $4,126-86.1% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |