Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,632 | $93,124-56.4% | $77,100-47.3% | $134,545-69.8% |
| Participation rate | 31.8% | 74.5%-42.7pp | 67.9%-36.1pp | 81.2%-49.4pp |
| Annual return | -56.78% | 62.68%-119.5pp | 42.35%-99.1pp | 418.37%-475.2pp |
| Employer contribution / active EE | $1,302 | $3,421-62.0% | $2,815-53.8% | $4,742-72.5% |
| Participant deferral / active EE | $2,623 | $5,242-50.0% | $4,430-40.8% | $6,401-59.0% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |