Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,689 | $90,448-38.4% | $93,786-40.6% | $134,545-58.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -20.76% | -15.71%-5.0pp | -11.32%-9.4pp | 418.37%-439.1pp |
| Employer contribution / active EE | $3,029 | $4,349-30.3% | $4,328-30.0% | $4,742-36.1% |
| Participant deferral / active EE | $5,387 | $5,983-10.0% | $6,100-11.7% | $6,401-15.8% |
| Admin fee / account holder | $51 | $9,232-99.5% | $7,184-99.3% | $11,431-99.6% |