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 | $14,803 | $45,152-67.2% | $73,836-80.0% | $59,633-75.2% |
| Participation rate | 58.5% | 64.0%-5.5pp | 73.4%-15.0pp | 68.7%-10.2pp |
| Annual return | -29.16% | 27.40%-56.6pp | 2268.06%-2297.2pp | 2041.45%-2070.6pp |
| Employer contribution / active EE | $434 | $1,901-77.2% | $2,787-84.4% | $2,203-80.3% |
| Participant deferral / active EE | $3,866 | $2,573+50.2% | $3,583+7.9% | $3,192+21.1% |
| Admin fee / account holder | $168 | $3,515-95.2% | $4,882-96.6% | $4,297-96.1% |