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 | $49,524 | $67,372-26.5% | $60,906-18.7% | $134,532-63.2% |
| Participation rate | 7.1% | 76.2%-69.0pp | 73.1%-66.0pp | 81.2%-74.1pp |
| Annual return | -86.98% | 50.05%-137.0pp | 16.94%-103.9pp | 418.27%-505.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |