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 | $16,224 | $93,124-82.6% | $77,100-79.0% | $134,545-87.9% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.4pp | 81.2%-25.7pp |
| Annual return | -60.34% | 62.68%-123.0pp | 42.35%-102.7pp | 418.37%-478.7pp |
| Employer contribution / active EE | $2,817 | $3,421-17.7% | $2,815+0.1% | $4,742-40.6% |
| Participant deferral / active EE | $7,791 | $5,242+48.6% | $4,430+75.9% | $6,401+21.7% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |