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 | $54,722 | $95,895-42.9% | $79,576-31.2% | $134,509-59.3% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -30.39% | -2.72%-27.7pp | 0.15%-30.5pp | 418.13%-448.5pp |
| Employer contribution / active EE | $1,118 | $3,128-64.3% | $2,413-53.7% | $4,741-76.4% |
| Participant deferral / active EE | $5,326 | $4,693+13.5% | $3,985+33.6% | $6,400-16.8% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |