Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,189 | $84,628-67.9% | $61,501-55.8% | $134,545-79.8% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -24.73% | 585.61%-610.3pp | 339.04%-363.8pp | 418.37%-443.1pp |
| Employer contribution / active EE | $612 | $1,545-60.4% | $1,160-47.3% | $4,742-87.1% |
| Participant deferral / active EE | $5,299 | $2,819+88.0% | $2,125+149.4% | $6,401-17.2% |
| Admin fee / account holder | $207 | $2,587-92.0% | $2,132-90.3% | $11,431-98.2% |