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 | $72,426+243.9% | $67,560+268.7% | $145,897+70.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.01% | 7226.78%-7220.8pp | 3533.50%-3527.5pp | 552.29%-546.3pp |
| Employer contribution / active EE | $7,500 | $3,074+144.0% | $2,737+174.1% | $4,663+60.9% |
| Participant deferral / active EE | $15,000 | $4,785+213.5% | $4,004+274.6% | $6,689+124.2% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |