Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $180,625 | $223,823-19.3% | $211,142-14.5% | $154,746+16.7% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 9.44% | 50.39%-41.0pp | 46.84%-37.4pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,966 | $9,750-38.8% | $9,284-35.7% | $6,730-11.4% |
| Admin fee / account holder | $80 | $19,707-99.6% | $19,076-99.6% | $14,365-99.4% |