Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,258 | $106,008-63.0% | $92,240-57.4% | $147,586-73.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | -52.85% | 50.05%-102.9pp | 176.29%-229.1pp | 578.59%-631.4pp |
| Employer contribution / active EE | $2,326 | $4,333-46.3% | $3,680-36.8% | $4,876-52.3% |
| Participant deferral / active EE | $6,153 | $4,478+37.4% | $3,897+57.9% | $5,439+13.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |