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 | $20,688 | $91,911-77.5% | $68,793-69.9% | $135,382-84.7% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -12.84% | -8.22%-4.6pp | -4.63%-8.2pp | 519.77%-532.6pp |
| Employer contribution / active EE | $1,244 | $3,924-68.3% | $2,625-52.6% | $4,779-74.0% |
| Participant deferral / active EE | $2,551 | $4,315-40.9% | $3,311-23.0% | $5,609-54.5% |
| Admin fee / account holder | $87 | $9,240-99.1% | $5,131-98.3% | $10,829-99.2% |