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 | $12,926 | $84,551-84.7% | $61,452-79.0% | $134,532-90.4% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -28.06% | 585.39%-613.4pp | 338.96%-367.0pp | 418.27%-446.3pp |
| Employer contribution / active EE | $1,639 | $1,545+6.1% | $1,160+41.3% | $4,741-65.4% |
| Participant deferral / active EE | $6,529 | $2,818+131.7% | $2,125+207.3% | $6,401+2.0% |
| Admin fee / account holder | $42 | $2,587-98.4% | $2,131-98.0% | $11,429-99.6% |