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 | $36,730 | $45,152-18.7% | $73,836-50.3% | $59,633-38.4% |
| Participation rate | 16.0% | 64.0%-48.0pp | 73.4%-57.4pp | 68.7%-52.7pp |
| Annual return | -4.54% | 27.40%-31.9pp | 2268.06%-2272.6pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $956 | $2,573-62.9% | $3,583-73.3% | $3,192-70.1% |
| Admin fee / account holder | $24 | $3,515-99.3% | $4,882-99.5% | $4,297-99.4% |