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 | $26,291 | $84,236-68.8% | $170,435-84.6% | $70,126-62.5% |
| Participation rate | 64.0% | 70.8%-6.8pp | 83.6%-19.6pp | 69.5%-5.5pp |
| Annual return | 10.07% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,763 | $3,086+21.9% | $4,939-23.8% | $3,332+12.9% |
| Admin fee / account holder | $125 | $5,698-97.8% | $13,881-99.1% | $4,645-97.3% |