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 | $21,755 | $106,549-79.6% | $91,225-76.2% | $134,509-83.8% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | -36.53% | 160.73%-197.3pp | 114.10%-150.6pp | 418.13%-454.7pp |
| Employer contribution / active EE | $1,489 | $3,331-55.3% | $2,851-47.8% | $4,741-68.6% |
| Participant deferral / active EE | $1,871 | $4,719-60.4% | $4,234-55.8% | $6,400-70.8% |
| Admin fee / account holder | $234 | $6,234-96.3% | $5,422-95.7% | $11,427-98.0% |