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 | $110,227 | $198,457-44.5% | $170,435-35.3% | $147,586-25.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 7.55% | 257.30%-249.8pp | 205.94%-198.4pp | 578.59%-571.0pp |
| Employer contribution / active EE | $867 | $6,183-86.0% | $5,432-84.0% | $4,876-82.2% |
| Participant deferral / active EE | $2,833 | $5,629-49.7% | $4,939-42.6% | $5,439-47.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |