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 | $60,571 | $90,320-32.9% | $59,496+1.8% | $125,389-51.7% |
| Participation rate | 21.1% | 68.3%-47.2pp | 54.6%-33.5pp | 83.2%-62.1pp |
| Annual return | -5.45% | 369.13%-374.6pp | 182.05%-187.5pp | 282.24%-287.7pp |
| Employer contribution / active EE | $583 | $1,792-67.5% | $1,153-49.4% | $4,866-88.0% |
| Participant deferral / active EE | $2,239 | $2,716-17.6% | $1,829+22.4% | $5,352-58.2% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |