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 | $36,848 | $77,920-52.7% | $149,723-75.4% | $75,177-51.0% |
| Participation rate | 47.1% | 65.6%-18.5pp | 78.8%-31.7pp | 67.2%-20.1pp |
| Annual return | 10.28% | 31.72%-21.4pp | 134.50%-124.2pp | 160.75%-150.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,625 | $3,411-52.4% | $5,682-71.4% | $4,126-60.6% |
| Admin fee / account holder | $171 | $5,951-97.1% | $13,215-98.7% | $5,651-97.0% |