Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,671 | $53,546-25.9% | $69,884-43.2% | $68,486-42.1% |
| Participation rate | 48.3% | 64.5%-16.3pp | 70.5%-22.2pp | 67.9%-19.6pp |
| Annual return | -22.10% | -13.87%-8.2pp | 190.81%-212.9pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,391 | $2,019-31.1% | $2,560-45.7% | $2,597-46.4% |
| Participant deferral / active EE | $2,845 | $2,957-3.8% | $3,848-26.1% | $4,028-29.4% |
| Admin fee / account holder | $59 | $4,693-98.7% | $6,266-99.1% | $5,404-98.9% |