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 | $19,307 | $152,591-87.3% | $117,529-83.6% | $134,545-85.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -26.20% | 53.04%-79.2pp | 29.77%-56.0pp | 418.37%-444.6pp |
| Employer contribution / active EE | $2,050 | $5,576-63.2% | $4,179-50.9% | $4,742-56.8% |
| Participant deferral / active EE | $4,494 | $4,821-6.8% | $4,072+10.3% | $6,401-29.8% |
| Admin fee / account holder | $116 | $7,004-98.3% | $5,645-97.9% | $11,431-99.0% |