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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,869 | $77,814-82.2% | $158,223-91.2% | $86,983-84.1% |
| Participation rate | 17.6% | 68.4%-50.8pp | 79.2%-61.6pp | 69.5%-51.9pp |
| Annual return | 7.63% | 30.54%-22.9pp | 52.09%-44.5pp | 25.83%-18.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $216 | $3,270-93.4% | $5,467-96.0% | $4,194-94.8% |
| Admin fee / account holder | $24 | $5,879-99.6% | $16,047-99.9% | $7,856-99.7% |