Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,072 | $95,975-81.2% | $74,549-75.8% | $135,379-86.7% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -18.87% | 56.96%-75.8pp | 32.53%-51.4pp | 519.79%-538.7pp |
| Employer contribution / active EE | $825 | $2,716-69.6% | $1,961-57.9% | $4,779-82.7% |
| Participant deferral / active EE | $3,105 | $3,844-19.2% | $3,108-0.1% | $5,609-44.6% |
| Admin fee / account holder | $10 | $6,522-99.9% | $5,059-99.8% | $10,828-99.9% |