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 | $28,367 | $92,219-69.2% | $76,767-63.0% | $135,380-79.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -18.68% | 5.46%-24.1pp | 2.43%-21.1pp | 519.81%-538.5pp |
| Employer contribution / active EE | $2,376 | $3,216-26.1% | $2,485-4.4% | $4,779-50.3% |
| Participant deferral / active EE | $7,840 | $4,508+73.9% | $3,852+103.5% | $5,609+39.8% |
| Admin fee / account holder | $260 | $10,749-97.6% | $6,675-96.1% | $10,828-97.6% |