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 | $91,129 | $102,595-11.2% | $94,057-3.1% | $154,746-41.1% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 80.7%-11.5pp |
| Annual return | -1.16% | 583.42%-584.6pp | 480.62%-481.8pp | 172.34%-173.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $71 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |