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 | $96,033 | $49,891+92.5% | $80,607+19.1% | $75,181+27.7% |
| Participation rate | 3.6% | 55.3%-51.7pp | 67.0%-63.4pp | 67.2%-63.6pp |
| Annual return | 1.69% | 34.67%-33.0pp | 936.11%-934.4pp | 160.69%-159.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |