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 | $28,430 | $51,184-44.5% | $66,439-57.2% | $86,983-67.3% |
| Participation rate | 20.0% | 68.5%-48.5pp | 74.5%-54.5pp | 69.5%-49.5pp |
| Annual return | 8.99% | 17.07%-8.1pp | 757.66%-748.7pp | 25.83%-16.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,630 | $2,927-44.3% | $3,876-57.9% | $4,194-61.1% |
| Admin fee / account holder | $7 | $4,154-99.8% | $6,173-99.9% | $7,856-99.9% |