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 | $52,564 | $30,732+71.0% | $59,496-11.7% | $59,633-11.9% |
| Participation rate | 17.1% | 43.2%-26.1pp | 54.6%-37.4pp | 68.7%-51.5pp |
| Annual return | -6.10% | 4.47%-10.6pp | 182.05%-188.1pp | 2041.40%-2047.5pp |
| Employer contribution / active EE | $426 | $631-32.5% | $1,153-63.1% | $2,203-80.7% |
| Participant deferral / active EE | $1,201 | $1,183+1.5% | $1,829-34.3% | $3,192-62.4% |
| Admin fee / account holder | $239 | $2,136-88.8% | $2,232-89.3% | $4,297-94.4% |