Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,497 | $133,998-89.2% | $112,263-87.1% | $134,545-89.2% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -20.93% | 47.17%-68.1pp | 27.49%-48.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,428 | $4,040-64.7% | $3,636-60.7% | $4,742-69.9% |
| Participant deferral / active EE | $2,103 | $5,292-60.3% | $4,729-55.5% | $6,401-67.1% |
| Admin fee / account holder | $235 | $7,493-96.9% | $6,410-96.3% | $11,431-97.9% |