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 | $156,629 | $201,344-22.2% | $184,243-15.0% | $145,877+7.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.18% | 29.01%-20.8pp | 28.82%-20.6pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,500 | $7,022-64.4% | $6,427-61.1% | $4,663-46.4% |
| Participant deferral / active EE | $15,000 | $9,807+53.0% | $9,132+64.3% | $6,691+124.2% |
| Admin fee / account holder | $35 | $16,382-99.8% | $13,914-99.7% | $13,402-99.7% |