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 | $220,000 | $76,634+187.1% | $56,054+292.5% | $145,978+50.7% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | -5.58% | 3004.33%-3009.9pp | 1705.95%-1711.5pp | 550.52%-556.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |