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 | $135,196 | $95,915+41.0% | $79,580+69.9% | $134,532+0.5% |
| Participation rate | 35.7% | 75.0%-39.3pp | 69.5%-33.8pp | 81.2%-45.5pp |
| Annual return | -26.50% | -2.71%-23.8pp | 0.15%-26.7pp | 418.27%-444.8pp |
| Employer contribution / active EE | $1,307 | $3,129-58.2% | $2,413-45.9% | $4,741-72.4% |
| Participant deferral / active EE | $3,929 | $4,693-16.3% | $3,985-1.4% | $6,401-38.6% |
| Admin fee / account holder | $20 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |