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 | $53,255 | $127,387-58.2% | $115,038-53.7% | $125,389-57.5% |
| Participation rate | 25.0% | 84.2%-59.2pp | 81.4%-56.4pp | 83.2%-58.2pp |
| Annual return | -4.38% | 31.28%-35.7pp | 26.14%-30.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $593 | $5,166-88.5% | $4,608-87.1% | $4,866-87.8% |
| Participant deferral / active EE | $2,655 | $6,423-58.7% | $6,026-55.9% | $5,352-50.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |