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.
Participant 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 | $62,141 | $100,003-37.9% | $146,685-57.6% | $85,856-27.6% |
| Participation rate | 18.6% | 73.1%-54.5pp | 80.1%-61.5pp | 69.3%-50.7pp |
| Annual return | 10.93% | 18.93%-8.0pp | 22.75%-11.8pp | 318.58%-307.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,705 | $4,006-57.4% | $5,507-69.0% | $3,952-56.8% |
| Admin fee / account holder | $0 | $7,704-100.0% | $10,281-100.0% | $6,261-100.0% |