Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,990 | $84,551-90.6% | $61,452-87.0% | $134,532-94.1% |
| Participation rate | 41.2% | 62.2%-21.0pp | 52.6%-11.4pp | 81.2%-40.1pp |
| Annual return | -26.22% | 585.39%-611.6pp | 338.96%-365.2pp | 418.27%-444.5pp |
| Employer contribution / active EE | $934 | $1,545-39.5% | $1,160-19.4% | $4,741-80.3% |
| Participant deferral / active EE | $2,220 | $2,818-21.2% | $2,125+4.5% | $6,401-65.3% |
| Admin fee / account holder | $62 | $2,587-97.6% | $2,131-97.1% | $11,429-99.5% |