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 | $21,017 | $64,729-67.5% | $112,263-81.3% | $68,490-69.3% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -21.56% | -11.40%-10.2pp | 27.49%-49.1pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,268 | $2,746-53.8% | $3,636-65.1% | $2,597-51.2% |
| Participant deferral / active EE | $1,823 | $3,566-48.9% | $4,729-61.4% | $4,028-54.7% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |