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 | $55,620 | $165,399-66.4% | $149,745-62.9% | $158,982-65.0% |
| Participation rate | 47.1% | 84.6%-37.5pp | 82.5%-35.4pp | 82.0%-34.9pp |
| Annual return | -51.88% | 348.34%-400.2pp | 276.72%-328.6pp | 302.99%-354.9pp |
| Employer contribution / active EE | $1,838 | $5,105-64.0% | $4,646-60.4% | $4,763-61.4% |
| Participant deferral / active EE | $3,433 | $7,183-52.2% | $6,843-49.8% | $5,983-42.6% |
| Admin fee / account holder | $7 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |