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 | $14,394 | $101,283-85.8% | $75,826-81.0% | $135,380-89.4% |
| Participation rate | 50.0% | 72.7%-22.7pp | 68.2%-18.2pp | 82.6%-32.6pp |
| Annual return | -11.76% | 3384.62%-3396.4pp | 1914.15%-1925.9pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,015 | $2,382-57.4% | $1,913-47.0% | $4,779-78.8% |
| Participant deferral / active EE | $4,411 | $3,469+27.1% | $2,862+54.1% | $5,609-21.4% |
| Admin fee / account holder | $8 | $6,539-99.9% | $4,726-99.8% | $10,828-99.9% |