Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,640 | $138,102-70.6% | $125,381-67.6% | $134,532-69.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -24.92% | 750.73%-775.6pp | 572.31%-597.2pp | 418.27%-443.2pp |
| Employer contribution / active EE | $1,200 | $5,245-77.1% | $4,815-75.1% | $4,741-74.7% |
| Participant deferral / active EE | $6,500 | $7,801-16.7% | $7,448-12.7% | $6,401+1.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |