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 | $15,890 | $42,909-63.0% | $60,906-73.9% | $68,486-76.8% |
| Participation rate | 57.0% | 66.8%-9.8pp | 73.1%-16.1pp | 67.9%-10.9pp |
| Annual return | -21.65% | -13.99%-7.7pp | 16.94%-38.6pp | -7.85%-13.8pp |
| Employer contribution / active EE | $533 | $1,979-73.0% | $2,703-80.3% | $2,597-79.5% |
| Participant deferral / active EE | $1,805 | $2,866-37.0% | $3,814-52.7% | $4,028-55.2% |
| Admin fee / account holder | $69 | $3,104-97.8% | $3,227-97.8% | $5,404-98.7% |