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 | $27,045 | $127,387-78.8% | $115,038-76.5% | $125,389-78.4% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -3.49% | 31.28%-34.8pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,210 | $5,166-76.6% | $4,608-73.7% | $4,866-75.1% |
| Participant deferral / active EE | $2,420 | $6,423-62.3% | $6,026-59.8% | $5,352-54.8% |
| Admin fee / account holder | $222 | $9,516-97.7% | $8,175-97.3% | $9,541-97.7% |