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 | $58,713 | $142,392-58.8% | $119,622-50.9% | $134,532-56.4% |
| Participation rate | 47.1% | 82.8%-35.8pp | 79.3%-32.2pp | 81.2%-34.2pp |
| Annual return | -25.62% | -12.46%-13.2pp | -14.98%-10.6pp | 418.27%-443.9pp |
| Employer contribution / active EE | $1,287 | $5,224-75.4% | $4,232-69.6% | $4,741-72.8% |
| Participant deferral / active EE | $2,527 | $6,467-60.9% | $5,601-54.9% | $6,401-60.5% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |