Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,206 | $57,352-66.5% | $83,830-77.1% | $64,173-70.1% |
| Participation rate | 51.9% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.7pp |
| Annual return | -14.22% | 11.38%-25.6pp | 850.97%-865.2pp | 7.63%-21.9pp |
| Employer contribution / active EE | $2,152 | $2,546-15.4% | $3,631-40.7% | $2,381-9.6% |
| Participant deferral / active EE | $4,473 | $2,993+49.4% | $4,082+9.6% | $3,470+28.9% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |