Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,445 | $211,946-83.7% | $169,452-79.7% | $135,380-74.6% |
| Participation rate | 41.2% | 82.6%-41.5pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -19.30% | 3.26%-22.6pp | 1.83%-21.1pp | 519.81%-539.1pp |
| Employer contribution / active EE | $6,397 | $5,117+25.0% | $4,157+53.9% | $4,779+33.9% |
| Participant deferral / active EE | $4,887 | $6,075-19.6% | $5,277-7.4% | $5,609-12.9% |
| Admin fee / account holder | $32 | $11,472-99.7% | $9,110-99.7% | $10,828-99.7% |