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 | $84,087 | $160,059-47.5% | $140,019-39.9% | $135,380-37.9% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.5%-34.2pp | 82.6%-29.3pp |
| Annual return | -13.52% | 911.48%-925.0pp | 651.17%-664.7pp | 519.81%-533.3pp |
| Employer contribution / active EE | $4,926 | $6,420-23.3% | $5,605-12.1% | $4,779+3.1% |
| Participant deferral / active EE | $5,985 | $7,641-21.7% | $6,927-13.6% | $5,609+6.7% |
| Admin fee / account holder | $20 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |