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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,560 | $100,147-88.5% | $81,286-85.8% | $145,877-92.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.5%-40.9pp | 80.3%-51.7pp |
| Annual return | 0.00% | 34.44%-34.4pp | 24.80%-24.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,389 | $2,977-53.4% | $2,463-43.6% | $4,663-70.2% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |