Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $73,611 | $88,815-17.1% | $81,882-10.1% | $145,897-49.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -1.70% | 1033.75%-1035.4pp | 779.47%-781.2pp | 552.29%-554.0pp |
| Employer contribution / active EE | $3,468 | $3,086+12.4% | $2,916+18.9% | $4,663-25.6% |
| Participant deferral / active EE | $4,401 | $4,647-5.3% | $4,323+1.8% | $6,689-34.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |