Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $0 | $86,940-100.0% | $102,434-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.7%-67.7pp |
| Annual return | -131.57% | 18.89%-150.5pp | 29.46%-161.0pp | 35.66%-167.2pp |
| Employer contribution / active EE | $1,250 | $2,370-47.3% | $3,023-58.7% | $2,757-54.7% |
| Participant deferral / active EE | $2,911 | $4,121-29.4% | $5,055-42.4% | $4,299-32.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |