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 | $0 | $108,825-100.0% | $156,181-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | -103.10% | 20.59%-123.7pp | 64.87%-168.0pp | 41.64%-144.7pp |
| Employer contribution / active EE | $3,957 | $2,870+37.9% | $4,294-7.8% | $2,551+55.1% |
| Participant deferral / active EE | $7,602 | $4,577+66.1% | $6,132+24.0% | $4,139+83.7% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |