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 | $145,022 | $100,938+43.7% | $90,461+60.3% | $158,982-8.8% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | -49.84% | 1727.20%-1777.0pp | 1294.76%-1344.6pp | 302.99%-352.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24 | $6,510-99.6% | $5,617-99.6% | $11,252-99.8% |