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 | $20,494 | $48,235-57.5% | $68,803-70.2% | $68,490-70.1% |
| Participation rate | 37.5% | 60.7%-23.2pp | 69.0%-31.5pp | 67.9%-30.4pp |
| Annual return | -35.55% | -12.70%-22.9pp | -6.37%-29.2pp | -7.85%-27.7pp |
| Employer contribution / active EE | $1,912 | $1,829+4.6% | $2,656-28.0% | $2,597-26.4% |
| Participant deferral / active EE | $3,428 | $2,867+19.6% | $3,942-13.0% | $4,028-14.9% |
| Admin fee / account holder | $251 | $4,361-94.3% | $4,936-94.9% | $5,403-95.4% |