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 | $32,362 | $201,259-83.9% | $184,200-82.4% | $145,959-77.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 0.59% | 28.98%-28.4pp | 28.80%-28.2pp | 561.95%-561.4pp |
| Employer contribution / active EE | $1,537 | $7,018-78.1% | $6,424-76.1% | $4,661-67.0% |
| Participant deferral / active EE | $5,640 | $9,806-42.5% | $9,132-38.2% | $6,689-15.7% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |