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 | $32,439 | $78,694-58.8% | $67,652-52.0% | $125,389-74.1% |
| Participation rate | 40.0% | 78.8%-38.8pp | 75.7%-35.7pp | 83.2%-43.2pp |
| Annual return | -4.42% | 9.46%-13.9pp | 6625.40%-6629.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,800 | $3,044-40.9% | $2,266-20.6% | $4,866-63.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |