Sign up free to preview peer percentile detail
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 | $89,880 | $158,393-43.3% | $143,412-37.3% | $155,188-42.1% |
| Participation rate | 40.0% | 79.7%-39.7pp | 78.5%-38.5pp | 80.8%-40.8pp |
| Annual return | -31.52% | 324.22%-355.7pp | 256.99%-288.5pp | 148.84%-180.4pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |