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 | $62,965 | $148,623-57.6% | $135,974-53.7% | $139,466-54.9% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | -31.87% | 79.30%-111.2pp | 68.30%-100.2pp | 373.66%-405.5pp |
| Employer contribution / active EE | $5,545 | $5,246+5.7% | $4,859+14.1% | $4,754+16.6% |
| Participant deferral / active EE | $12,731 | $8,103+57.1% | $7,760+64.1% | $6,712+89.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |