Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $48,357 | $175,231-72.4% | $149,696-67.7% | $139,466-65.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -0.11% | 166.77%-166.9pp | 134.46%-134.6pp | 373.66%-373.8pp |
| Employer contribution / active EE | $2,400 | $5,478-56.2% | $4,821-50.2% | $4,754-49.5% |
| Participant deferral / active EE | $2,400 | $6,521-63.2% | $5,682-57.8% | $6,712-64.2% |
| Admin fee / account holder | $97 | $16,155-99.4% | $13,212-99.3% | $11,409-99.1% |