Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $68,022 | $126,113-46.1% | $116,096-41.4% | $155,188-56.2% |
| Participation rate | 42.9% | 75.1%-32.3pp | 73.3%-30.5pp | 80.8%-37.9pp |
| Annual return | -4.89% | 391.72%-396.6pp | 326.25%-331.1pp | 148.84%-153.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,222 | $4,162-70.6% | $3,952-69.1% | $6,531-81.3% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |