Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
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 | $0 | $171,867-100.0% | $149,716-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 1.31% | 2113.36%-2112.1pp | 1501.67%-1500.4pp | 578.58%-577.3pp |
| Employer contribution / active EE | $3,064 | $6,275-51.2% | $5,444-43.7% | $4,876-37.2% |
| Participant deferral / active EE | $12,796 | $7,270+76.0% | $6,568+94.8% | $5,439+135.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |