Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $179,971 | $76,522+135.2% | $56,033+221.2% | $145,884+23.4% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | -48.63% | 3014.28%-3062.9pp | 1711.38%-1760.0pp | 551.85%-600.5pp |
| Employer contribution / active EE | $771 | $1,382-44.2% | $1,041-25.9% | $4,662-83.5% |
| Participant deferral / active EE | $5,943 | $2,624+126.5% | $1,954+204.2% | $6,690-11.2% |
| Admin fee / account holder | $2 | $3,328-100.0% | $2,827-99.9% | $13,392-100.0% |