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 | $249,078 | $72,396+244.0% | $67,511+268.9% | $145,959+70.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.01% | 7194.07%-7188.1pp | 3517.41%-3511.4pp | 561.95%-555.9pp |
| Employer contribution / active EE | $7,500 | $3,071+144.2% | $2,733+174.5% | $4,661+60.9% |
| Participant deferral / active EE | $15,000 | $4,781+213.7% | $4,000+275.0% | $6,689+124.3% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |