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.
Employer 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 | $129,208 | $209,336-38.3% | $197,124-34.5% | $137,256-5.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 1.14% | 48.09%-46.9pp | 44.34%-43.2pp | 220.34%-219.2pp |
| Employer contribution / active EE | $1,100 | $6,591-83.3% | $6,227-82.3% | $4,156-73.5% |
| Participant deferral / active EE | $10,333 | $9,614+7.5% | $9,135+13.1% | $6,407+61.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |