Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,904 | $95,917-86.5% | $79,583-83.8% | $134,545-90.4% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -196.52% | -2.70%-193.8pp | 0.16%-196.7pp | 418.37%-614.9pp |
| Employer contribution / active EE | $764 | $3,129-75.6% | $2,414-68.4% | $4,742-83.9% |
| Participant deferral / active EE | $2,990 | $4,694-36.3% | $3,986-25.0% | $6,401-53.3% |
| Admin fee / account holder | $191 | $9,132-97.9% | $6,835-97.2% | $11,431-98.3% |