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 | $32,125 | $210,698-84.8% | $178,014-82.0% | $145,959-78.0% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 5.46% | 386.27%-380.8pp | 294.80%-289.3pp | 561.95%-556.5pp |
| Employer contribution / active EE | $1,467 | $4,567-67.9% | $3,950-62.9% | $4,661-68.5% |
| Participant deferral / active EE | $4,033 | $6,958-42.0% | $6,276-35.7% | $6,689-39.7% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |