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 | $33,530 | $92,766-63.9% | $82,763-59.5% | $134,545-75.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -20.98% | 946.97%-968.0pp | 702.45%-723.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,197 | $3,273-63.4% | $3,008-60.2% | $4,742-74.7% |
| Participant deferral / active EE | $1,788 | $4,802-62.8% | $4,395-59.3% | $6,401-72.1% |
| Admin fee / account holder | $217 | $5,978-96.4% | $5,325-95.9% | $11,431-98.1% |