Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,348 | $93,098-81.4% | $77,081-77.5% | $134,509-87.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -27.02% | 62.63%-89.7pp | 42.33%-69.3pp | 418.13%-445.2pp |
| Employer contribution / active EE | $2,263 | $3,419-33.8% | $2,813-19.6% | $4,741-52.3% |
| Participant deferral / active EE | $6,149 | $5,239+17.4% | $4,428+38.9% | $6,400-3.9% |
| Admin fee / account holder | $18 | $6,945-99.7% | $5,427-99.7% | $11,427-99.8% |