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 | $61,658 | $115,810-46.8% | $101,271-39.1% | $158,966-61.2% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 1.59% | 56.15%-54.6pp | 46.48%-44.9pp | 302.95%-301.4pp |
| Employer contribution / active EE | $34,500 | $4,175+726.3% | $3,660+842.6% | $4,762+624.4% |
| Participant deferral / active EE | $650 | $4,958-86.9% | $4,371-85.1% | $5,983-89.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |