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 | $157,304-100.0% | $141,197-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 12.05% | 64.34%-52.3pp | 71.41%-59.4pp | 345.46%-333.4pp |
| Employer contribution / active EE | $20,000 | $5,263+280.0% | $4,736+322.3% | $4,764+319.8% |
| Participant deferral / active EE | $24,500 | $7,111+244.5% | $6,710+265.1% | $5,851+318.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |