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 | $81,443 | $99,031-17.8% | $86,597-6.0% | $147,585-44.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | -7.45% | 1312.56%-1320.0pp | 964.96%-972.4pp | 578.57%-586.0pp |
| Employer contribution / active EE | $2,260 | $3,132-27.8% | $2,840-20.4% | $4,876-53.7% |
| Participant deferral / active EE | $4,231 | $3,972+6.5% | $3,609+17.2% | $5,439-22.2% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |