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 | $166,020-78.8% | $164,866-78.6% | $145,959-75.8% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.6%-42.2pp | 80.3%-43.9pp |
| Annual return | 5.68% | 100.08%-94.4pp | 69.97%-64.3pp | 561.95%-556.3pp |
| Employer contribution / active EE | $1,184 | $5,275-77.6% | $4,343-72.7% | $4,661-74.6% |
| Participant deferral / active EE | $3,380 | $6,961-51.4% | $6,033-44.0% | $6,689-49.5% |
| Admin fee / account holder | $25 | $16,644-99.8% | $12,689-99.8% | $13,398-99.8% |