Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,651 | $99,647-41.1% | $86,439-32.1% | $134,509-56.4% |
| Participation rate | 18.2% | 82.1%-63.9pp | 80.3%-62.1pp | 81.2%-63.0pp |
| Annual return | -21.85% | 6784.13%-6806.0pp | 4395.55%-4417.4pp | 418.13%-440.0pp |
| Employer contribution / active EE | $590 | $4,401-86.6% | $3,769-84.3% | $4,741-87.5% |
| Participant deferral / active EE | $3,983 | $7,246-45.0% | $6,952-42.7% | $6,400-37.8% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |