Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,947 | $88,702-87.7% | $81,780-86.6% | $145,978-92.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.94% | 1029.12%-1020.2pp | 776.27%-767.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $624 | $3,084-79.8% | $2,914-78.6% | $4,662-86.6% |
| Participant deferral / active EE | $2,556 | $4,645-45.0% | $4,321-40.9% | $6,690-61.8% |
| Admin fee / account holder | $81 | $8,414-99.0% | $7,384-98.9% | $13,400-99.4% |