Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,174 | $138,102-84.7% | $125,381-83.1% | $134,532-84.3% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -20.91% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,868 | $5,245-64.4% | $4,815-61.2% | $4,741-60.6% |
| Participant deferral / active EE | $4,037 | $7,801-48.3% | $7,448-45.8% | $6,401-36.9% |
| Admin fee / account holder | $132 | $11,568-98.9% | $10,007-98.7% | $11,429-98.8% |