Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $94,578 | $156,963-39.7% | $121,204-22.0% | $139,466-32.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -9.78% | 1476.75%-1486.5pp | 987.18%-997.0pp | 373.66%-383.4pp |
| Employer contribution / active EE | $195 | $5,544-96.5% | $4,170-95.3% | $4,754-95.9% |
| Participant deferral / active EE | $455 | $4,848-90.6% | $4,083-88.9% | $6,712-93.2% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |