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 | $38,511 | $138,102-72.1% | $125,381-69.3% | $134,532-71.4% |
| Participation rate | 30.8% | 84.5%-53.7pp | 82.4%-51.6pp | 81.2%-50.5pp |
| Annual return | -22.05% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,693 | $5,245-67.7% | $4,815-64.8% | $4,741-64.3% |
| Participant deferral / active EE | $5,536 | $7,801-29.0% | $7,448-25.7% | $6,401-13.5% |
| Admin fee / account holder | $172 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |