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 | $123,769 | $104,106+18.9% | $71,086+74.1% | $135,379-8.6% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -32.76% | 1256.30%-1289.1pp | 650.59%-683.3pp | 519.79%-552.5pp |
| Employer contribution / active EE | $238 | $1,485-84.0% | $1,088-78.2% | $4,779-95.0% |
| Participant deferral / active EE | $296 | $2,527-88.3% | $1,874-84.2% | $5,609-94.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |