Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,542 | $72,071-89.5% | $68,368-89.0% | $137,256-94.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | -5.97% | 353.14%-359.1pp | 292.57%-298.5pp | 220.34%-226.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $943 | $4,410-78.6% | $4,123-77.1% | $6,407-85.3% |
| Admin fee / account holder | $41 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |