Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,863 | $167,522-73.8% | $151,639-71.1% | $134,532-67.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -25.00% | 7.81%-32.8pp | 3.34%-28.3pp | 418.27%-443.3pp |
| Employer contribution / active EE | $4,752 | $6,828-30.4% | $6,165-22.9% | $4,741+0.2% |
| Participant deferral / active EE | $9,714 | $8,986+8.1% | $8,363+16.1% | $6,401+51.8% |
| Admin fee / account holder | $57 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |