Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $86,501 | $71,878+20.3% | $86,698-0.2% | $68,486+26.3% |
| Participation rate | 34.3% | 72.2%-38.0pp | 76.6%-42.3pp | 67.9%-33.6pp |
| Annual return | -23.78% | 3.53%-27.3pp | 35.95%-59.7pp | -7.85%-15.9pp |
| Employer contribution / active EE | $129 | $2,173-94.1% | $2,837-95.5% | $2,597-95.0% |
| Participant deferral / active EE | $1,869 | $3,779-50.5% | $4,656-59.9% | $4,028-53.6% |
| Admin fee / account holder | $71 | $6,113-98.8% | $7,493-99.1% | $5,404-98.7% |