Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $153,586 | $113,941+34.8% | $94,229+63.0% | $125,389+22.5% |
| Participation rate | 52.4% | 82.9%-30.5pp | 78.8%-26.4pp | 83.2%-30.8pp |
| Annual return | -3.70% | 5.29%-9.0pp | 10.68%-14.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,191 | $5,179+19.5% | $4,320+43.3% | $5,352+15.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |