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 | $30,250 | $92,684-67.4% | $82,706-63.4% | $134,509-77.5% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -21.67% | 945.84%-967.5pp | 701.76%-723.4pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,889 | $3,272-42.3% | $3,007-37.2% | $4,741-60.1% |
| Participant deferral / active EE | $2,684 | $4,800-44.1% | $4,394-38.9% | $6,400-58.1% |
| Admin fee / account holder | $23 | $5,982-99.6% | $5,329-99.6% | $11,427-99.8% |