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 | $84,016 | $90,617-7.3% | $79,476+5.7% | $135,382-37.9% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -12.15% | 977.57%-989.7pp | 718.21%-730.4pp | 519.77%-531.9pp |
| Employer contribution / active EE | $2,712 | $3,068-11.6% | $2,800-3.1% | $4,779-43.2% |
| Participant deferral / active EE | $2,915 | $4,050-28.0% | $3,704-21.3% | $5,609-48.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |