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 | $8,122 | $117,694-93.1% | $71,755-88.7% | $134,532-94.0% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -51.84% | 25.33%-77.2pp | 9.09%-60.9pp | 418.27%-470.1pp |
| Employer contribution / active EE | $706 | $2,523-72.0% | $1,704-58.5% | $4,741-85.1% |
| Participant deferral / active EE | $2,893 | $3,753-22.9% | $2,656+8.9% | $6,401-54.8% |
| Admin fee / account holder | $31 | $6,374-99.5% | $3,972-99.2% | $11,429-99.7% |