Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $112,189-100.0% | - | $145,877-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | - | 80.3%-80.3pp |
| Annual return | 0.00% | 21.29%-21.3pp | - | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $5,748-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $30,000 | $5,634+432.4% | - | $6,691+348.4% |
| Admin fee / account holder | $0 | $6,256-100.0% | - | $13,402-100.0% |