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 | $149,294 | $110,830+34.7% | $86,625+72.3% | $167,553-10.9% |
| Participation rate | 16.7% | 75.8%-59.1pp | 71.6%-55.0pp | 82.1%-65.4pp |
| Annual return | -40.03% | 116.99%-157.0pp | 63.52%-103.5pp | 478.89%-518.9pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,420-100.0% | $5,830-100.0% | $12,316-100.0% |