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 | $15,327 | $97,732-84.3% | $83,831-81.7% | $135,380-88.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -12.49% | 1287.56%-1300.0pp | 850.99%-863.5pp | 519.81%-532.3pp |
| Employer contribution / active EE | $983 | $4,222-76.7% | $3,631-72.9% | $4,779-79.4% |
| Participant deferral / active EE | $1,875 | $4,683-60.0% | $4,082-54.1% | $5,609-66.6% |
| Admin fee / account holder | $52 | $6,675-99.2% | $5,479-99.1% | $10,828-99.5% |