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 | $29,351 | $84,628-65.3% | $61,501-52.3% | $134,545-78.2% |
| Participation rate | 42.1% | 62.2%-20.1pp | 52.6%-10.5pp | 81.2%-39.1pp |
| Annual return | -22.15% | 585.61%-607.8pp | 339.04%-361.2pp | 418.37%-440.5pp |
| Employer contribution / active EE | $1,120 | $1,545-27.5% | $1,160-3.4% | $4,742-76.4% |
| Participant deferral / active EE | $3,146 | $2,819+11.6% | $2,125+48.1% | $6,401-50.9% |
| Admin fee / account holder | $221 | $2,587-91.4% | $2,132-89.6% | $11,431-98.1% |