Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,839 | $84,551-74.2% | $61,452-64.5% | $134,532-83.8% |
| Participation rate | 34.8% | 62.2%-27.4pp | 52.6%-17.8pp | 81.2%-46.4pp |
| Annual return | -22.92% | 585.39%-608.3pp | 338.96%-361.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $607 | $1,545-60.7% | $1,160-47.6% | $4,741-87.2% |
| Participant deferral / active EE | $1,446 | $2,818-48.7% | $2,125-31.9% | $6,401-77.4% |
| Admin fee / account holder | $4 | $2,587-99.9% | $2,131-99.8% | $11,429-100.0% |