Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,710 | $107,809-82.6% | $90,657-79.4% | $135,379-86.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -15.43% | -0.90%-14.5pp | 1.89%-17.3pp | 519.79%-535.2pp |
| Employer contribution / active EE | $1,124 | $3,018-62.8% | $2,532-55.6% | $4,779-76.5% |
| Participant deferral / active EE | $3,653 | $3,872-5.7% | $3,424+6.7% | $5,609-34.9% |
| Admin fee / account holder | $68 | $5,931-98.9% | $4,994-98.6% | $10,828-99.4% |