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 | $33,761 | $118,708-71.6% | $98,920-65.9% | $158,982-78.8% |
| Participation rate | 25.0% | 77.8%-52.8pp | 76.0%-51.0pp | 82.0%-57.0pp |
| Annual return | -83.08% | 372.49%-455.6pp | 196.47%-279.5pp | 302.99%-386.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |