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 | $58,072 | $133,998-56.7% | $112,263-48.3% | $134,545-56.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -28.25% | 47.17%-75.4pp | 27.49%-55.7pp | 418.37%-446.6pp |
| Employer contribution / active EE | $1,967 | $4,040-51.3% | $3,636-45.9% | $4,742-58.5% |
| Participant deferral / active EE | $13,096 | $5,292+147.5% | $4,729+176.9% | $6,401+104.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |