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 | $41,815 | $44,850-6.8% | $60,547-30.9% | $59,633-29.9% |
| Participation rate | 34.4% | 59.5%-25.1pp | 68.0%-33.6pp | 68.7%-34.3pp |
| Annual return | -5.22% | 1074.14%-1079.4pp | 335.64%-340.9pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $779 | $1,462-46.7% | $2,419-67.8% | $2,203-64.6% |
| Participant deferral / active EE | $1,456 | $2,230-34.7% | $3,328-56.3% | $3,192-54.4% |
| Admin fee / account holder | $10 | $3,635-99.7% | $4,536-99.8% | $4,297-99.8% |