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 | $25,778 | $56,197-54.1% | $67,652-61.9% | $59,633-56.8% |
| Participation rate | 55.6% | 71.5%-15.9pp | 75.7%-20.1pp | 68.7%-13.1pp |
| Annual return | -2.98% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,115 | $1,615-30.9% | $2,266-50.8% | $2,203-49.4% |
| Participant deferral / active EE | $2,226 | $2,844-21.7% | $3,560-37.5% | $3,192-30.3% |
| Admin fee / account holder | $81 | $3,958-98.0% | $4,821-98.3% | $4,297-98.1% |