Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,238 | $129,959-81.3% | $104,301-76.8% | $134,532-82.0% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -36.59% | 42.04%-78.6pp | 24.61%-61.2pp | 418.27%-454.9pp |
| Employer contribution / active EE | $4,446 | $4,185+6.2% | $3,373+31.8% | $4,741-6.2% |
| Participant deferral / active EE | $5,758 | $5,589+3.0% | $4,626+24.5% | $6,401-10.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |