Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,994-100.0% | $146,647-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 9.71% | 18.93%-9.2pp | 22.75%-13.0pp | 318.63%-308.9pp |
| Employer contribution / active EE | $1,471 | $2,559-42.5% | $4,137-64.4% | $2,565-42.7% |
| Participant deferral / active EE | $3,860 | $4,006-3.6% | $5,506-29.9% | $3,952-2.3% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,281-100.0% | $6,261-100.0% |