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 | $43,267 | $167,353-74.1% | $143,797-69.9% | $134,545-67.8% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -20.30% | 0.48%-20.8pp | -0.04%-20.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-36.0% |
| Admin fee / account holder | $5 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |