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 | $33,085 | $160,059-79.3% | $140,019-76.4% | $135,380-75.6% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -107.00% | 911.48%-1018.5pp | 651.17%-758.2pp | 519.81%-626.8pp |
| Employer contribution / active EE | $8,333 | $6,420+29.8% | $5,605+48.7% | $4,779+74.4% |
| Participant deferral / active EE | $9,313 | $7,641+21.9% | $6,927+34.5% | $5,609+66.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |