Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,013 | $84,447-83.4% | $61,389-77.2% | $134,493-89.6% |
| Participation rate | 27.8% | 62.2%-34.4pp | 52.6%-24.8pp | 81.2%-53.4pp |
| Annual return | -198.22% | 584.84%-783.1pp | 338.73%-537.0pp | 418.01%-616.2pp |
| Employer contribution / active EE | $1,044 | $1,545-32.5% | $1,160-10.0% | $4,740-78.0% |
| Participant deferral / active EE | $3,039 | $2,819+7.8% | $2,125+43.0% | $6,400-52.5% |
| Admin fee / account holder | $60 | $2,587-97.7% | $2,130-97.2% | $11,425-99.5% |