Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,546 | $25,979+25.3% | $71,778-54.7% | $68,490-52.5% |
| Participation rate | 39.4% | 54.5%-15.1pp | 62.3%-23.0pp | 67.9%-28.5pp |
| Annual return | -21.27% | -15.10%-6.2pp | 9.15%-30.4pp | -7.85%-13.4pp |
| Employer contribution / active EE | $837 | $900-7.0% | $1,704-50.9% | $2,597-67.8% |
| Participant deferral / active EE | $1,307 | $1,522-14.1% | $2,656-50.8% | $4,028-67.6% |
| Admin fee / account holder | $18 | $2,022-99.1% | $3,974-99.5% | $5,403-99.7% |