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 | $48,732 | $84,464-42.3% | $61,399-20.6% | $134,509-63.8% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -28.35% | 585.06%-613.4pp | 338.81%-367.2pp | 418.13%-446.5pp |
| Employer contribution / active EE | $446 | $1,545-71.1% | $1,159-61.5% | $4,741-90.6% |
| Participant deferral / active EE | $4,336 | $2,818+53.9% | $2,124+104.1% | $6,400-32.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |