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 | $35,268 | $166,242-78.8% | $165,071-78.6% | $145,884-75.8% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | 5.68% | 100.44%-94.8pp | 70.17%-64.5pp | 551.85%-546.2pp |
| Employer contribution / active EE | $1,184 | $5,283-77.6% | $4,347-72.8% | $4,662-74.6% |
| Participant deferral / active EE | $3,380 | $6,964-51.5% | $6,035-44.0% | $6,690-49.5% |
| Admin fee / account holder | $25 | $16,658-99.8% | $12,695-99.8% | $13,392-99.8% |