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 | $219,554 | $176,402+24.5% | $134,155+63.7% | $158,931+38.1% |
| Participation rate | 25.0% | 78.7%-53.7pp | 72.2%-47.2pp | 82.0%-57.0pp |
| Annual return | -62.80% | 63.64%-126.4pp | 36.33%-99.1pp | 302.86%-365.7pp |
| Employer contribution / active EE | $0 | $5,041-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,092-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,247-100.0% |