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 | $41,422 | $135,639-69.5% | $110,241-62.4% | $135,382-69.4% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.8%-32.5pp | 82.6%-35.3pp |
| Annual return | -12.24% | 513.21%-525.4pp | 314.75%-327.0pp | 519.77%-532.0pp |
| Employer contribution / active EE | $1,664 | $4,907-66.1% | $3,827-56.5% | $4,779-65.2% |
| Participant deferral / active EE | $2,967 | $5,507-46.1% | $4,672-36.5% | $5,609-47.1% |
| Admin fee / account holder | $24 | $11,457-99.8% | $8,548-99.7% | $10,829-99.8% |