Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Employer 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 | $25,220 | $106,267-76.3% | $96,520-73.9% | $139,456-81.9% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 8.28% | 38.45%-30.2pp | 35.72%-27.4pp | 373.45%-365.2pp |
| Employer contribution / active EE | $661 | $4,105-83.9% | $3,739-82.3% | $4,753-86.1% |
| Participant deferral / active EE | $3,621 | $5,454-33.6% | $4,879-25.8% | $6,711-46.0% |
| Admin fee / account holder | $255 | $7,882-96.8% | $6,733-96.2% | $11,407-97.8% |