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 | $24,385 | $167,353-85.4% | $143,797-83.0% | $134,545-81.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -21.46% | 0.48%-21.9pp | -0.04%-21.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,060 | $6,447+25.0% | $5,638+42.9% | $6,401+25.9% |
| Admin fee / account holder | $90 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |