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.
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 | $220,823 | $157,276+40.4% | $141,177+56.4% | $152,885+44.4% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 6.34% | 64.33%-58.0pp | 71.40%-65.1pp | 345.39%-339.0pp |
| Employer contribution / active EE | $1,838 | $5,262-65.1% | $4,736-61.2% | $4,763-61.4% |
| Participant deferral / active EE | $1,838 | $7,110-74.2% | $6,710-72.6% | $5,851-68.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |