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 | $18,312 | $55,457-67.0% | $77,361-76.3% | $94,015-80.5% |
| Participation rate | 65.8% | 69.8%-4.0pp | 75.0%-9.2pp | 70.8%-5.0pp |
| Annual return | 9.40% | 15.57%-6.2pp | 1011.54%-1002.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,568 | $3,069-48.9% | $3,911-59.9% | $4,249-63.1% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |