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 | $23,005 | $57,352-59.9% | $83,830-72.6% | $64,173-64.2% |
| Participation rate | 31.4% | 68.6%-37.2pp | 76.1%-44.8pp | 69.6%-38.2pp |
| Annual return | -10.32% | 11.38%-21.7pp | 850.97%-861.3pp | 7.63%-18.0pp |
| Employer contribution / active EE | $929 | $2,546-63.5% | $3,631-74.4% | $2,381-61.0% |
| Participant deferral / active EE | $1,347 | $2,993-55.0% | $4,082-67.0% | $3,470-61.2% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |