Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,288 | $27,632-77.2% | $61,399-89.8% | $68,495-90.8% |
| Participation rate | 11.5% | 39.5%-28.0pp | 52.6%-41.1pp | 67.9%-56.4pp |
| Annual return | -25.34% | -13.24%-12.1pp | 338.81%-364.2pp | -7.84%-17.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $457 | $1,264-63.9% | $2,124-78.5% | $4,028-88.7% |
| Admin fee / account holder | $212 | $2,010-89.5% | $2,131-90.1% | $5,403-96.1% |