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 | $31,114 | $167,353-81.4% | $143,797-78.4% | $134,545-76.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -28.22% | 0.48%-28.7pp | -0.04%-28.2pp | 418.37%-446.6pp |
| Employer contribution / active EE | $2,671 | $5,620-52.5% | $4,952-46.1% | $4,742-43.7% |
| Participant deferral / active EE | $4,532 | $6,447-29.7% | $5,638-19.6% | $6,401-29.2% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |