Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,310 | $167,362-77.7% | $143,799-74.1% | $134,532-72.3% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -39.06% | 0.47%-39.5pp | -0.04%-39.0pp | 418.27%-457.3pp |
| Employer contribution / active EE | $1,405 | $5,620-75.0% | $4,952-71.6% | $4,741-70.4% |
| Participant deferral / active EE | $2,989 | $6,447-53.6% | $5,638-47.0% | $6,401-53.3% |
| Admin fee / account holder | $217 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |