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 | $7,224 | $67,396-89.3% | $60,919-88.1% | $134,545-94.6% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -35.69% | 50.12%-85.8pp | 16.96%-52.7pp | 418.37%-454.1pp |
| Employer contribution / active EE | $740 | $3,101-76.1% | $2,704-72.6% | $4,742-84.4% |
| Participant deferral / active EE | $2,411 | $4,534-46.8% | $3,814-36.8% | $6,401-62.3% |
| Admin fee / account holder | $44 | $4,590-99.0% | $3,228-98.6% | $11,431-99.6% |