Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,213 | $167,352-87.9% | $143,788-85.9% | $134,509-85.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.71% | 0.47%-21.2pp | -0.03%-20.7pp | 418.13%-438.8pp |
| Employer contribution / active EE | $2,820 | $5,620-49.8% | $4,952-43.1% | $4,741-40.5% |
| Participant deferral / active EE | $2,820 | $6,447-56.3% | $5,638-50.0% | $6,400-55.9% |
| Admin fee / account holder | $121 | $18,091-99.3% | $14,675-99.2% | $11,427-98.9% |