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 | $13,505 | $93,117-85.5% | $77,096-82.5% | $134,532-90.0% |
| Participation rate | 63.6% | 74.5%-10.9pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -23.32% | 62.67%-86.0pp | 42.35%-65.7pp | 418.27%-441.6pp |
| Employer contribution / active EE | $2,055 | $3,420-39.9% | $2,814-27.0% | $4,741-56.6% |
| Participant deferral / active EE | $4,305 | $5,241-17.9% | $4,429-2.8% | $6,401-32.7% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |