Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,490 | $45,152-1.5% | $73,836-39.7% | $59,633-25.4% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | -3.24% | 27.40%-30.6pp | 2268.06%-2271.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $723 | $1,901-62.0% | $2,787-74.1% | $2,203-67.2% |
| Participant deferral / active EE | $1,062 | $2,573-58.7% | $3,583-70.4% | $3,192-66.7% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |