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 | $32,330 | $138,075-76.6% | $123,552-73.8% | $135,379-76.1% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -10.25% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.0pp |
| Employer contribution / active EE | $3,409 | $5,152-33.8% | $4,628-26.3% | $4,779-28.7% |
| Participant deferral / active EE | $5,189 | $6,800-23.7% | $6,426-19.2% | $5,609-7.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |