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 | $27,784 | $72,446-61.6% | $67,561-58.9% | $145,877-81.0% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 5.33% | 7211.98%-7206.6pp | 3525.44%-3520.1pp | 551.28%-545.9pp |
| Employer contribution / active EE | $3,629 | $3,072+18.1% | $2,735+32.7% | $4,663-22.2% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $121 | $5,541-97.8% | $4,006-97.0% | $13,402-99.1% |