Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,353 | $175,231-77.0% | $149,696-73.0% | $139,466-71.1% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | -3.54% | 166.77%-170.3pp | 134.46%-138.0pp | 373.66%-377.2pp |
| Employer contribution / active EE | $3,899 | $5,478-28.8% | $4,821-19.1% | $4,754-18.0% |
| Participant deferral / active EE | $3,899 | $6,521-40.2% | $5,682-31.4% | $6,712-41.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |