Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,436 | $84,697-73.5% | $73,845-69.6% | $125,393-82.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.72% | 3123.66%-3127.4pp | 2267.91%-2271.6pp | 282.23%-286.0pp |
| Employer contribution / active EE | $1,149 | $3,123-63.2% | $2,788-58.8% | $4,866-76.4% |
| Participant deferral / active EE | $1,913 | $3,993-52.1% | $3,583-46.6% | $5,351-64.2% |
| Admin fee / account holder | $23 | $5,692-99.6% | $4,881-99.5% | $9,541-99.8% |