Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $175,068 | $138,114+26.8% | $125,391+39.6% | $134,545+30.1% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -26.31% | 750.88%-777.2pp | 572.41%-598.7pp | 418.37%-444.7pp |
| Employer contribution / active EE | $2,273 | $5,246-56.7% | $4,816-52.8% | $4,742-52.1% |
| Participant deferral / active EE | $6,031 | $7,801-22.7% | $7,448-19.0% | $6,401-5.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |