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 | $18,379 | $104,116-82.3% | $71,089-74.1% | $135,380-86.4% |
| Participation rate | 5.0% | 65.7%-60.7pp | 54.6%-49.6pp | 82.6%-77.6pp |
| Annual return | -20.70% | 1256.51%-1277.2pp | 650.65%-671.4pp | 519.81%-540.5pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $925 | $2,524-63.3% | $1,873-50.6% | $5,609-83.5% |
| Admin fee / account holder | $82 | $4,142-98.0% | $3,082-97.3% | $10,828-99.2% |