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 | $25,219 | $63,703-60.4% | $93,063-72.9% | $82,448-69.4% |
| Participation rate | 36.8% | 63.8%-27.0pp | 72.1%-35.3pp | 68.1%-31.2pp |
| Annual return | 4.98% | -775.43%+780.4pp | 34.15%-29.2pp | 41.64%-36.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $193 | $2,919-93.4% | $3,958-95.1% | $4,139-95.3% |
| Admin fee / account holder | $14 | $5,982-99.8% | $6,033-99.8% | $7,234-99.8% |