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 | $58,705 | $101,063-41.9% | $81,473-27.9% | $147,586-60.2% |
| Participation rate | 63.2% | 74.5%-11.3pp | 68.0%-4.8pp | 82.8%-19.7pp |
| Annual return | 4.29% | 32.41%-28.1pp | 38.78%-34.5pp | 578.59%-574.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,370 | $4,242-44.1% | $3,537-33.0% | $5,439-56.4% |
| Admin fee / account holder | $225 | $5,812-96.1% | $4,561-95.1% | $10,886-97.9% |