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 | $22,170 | $97,729-77.3% | $83,830-73.6% | $135,379-83.6% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -10.64% | 1287.52%-1298.2pp | 850.97%-861.6pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,934 | $4,222-54.2% | $3,631-46.7% | $4,779-59.5% |
| Participant deferral / active EE | $4,013 | $4,683-14.3% | $4,082-1.7% | $5,609-28.4% |
| Admin fee / account holder | $18 | $6,674-99.7% | $5,479-99.7% | $10,828-99.8% |