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 | $18,745 | $102,595-81.7% | $94,057-80.1% | $154,746-87.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 3.51% | 583.42%-579.9pp | 480.62%-477.1pp | 172.34%-168.8pp |
| Employer contribution / active EE | $310 | $3,147-90.2% | $2,933-89.4% | $4,379-92.9% |
| Participant deferral / active EE | $1,365 | $5,118-73.3% | $4,709-71.0% | $6,730-79.7% |
| Admin fee / account holder | $119 | $7,736-98.5% | $7,244-98.4% | $14,365-99.2% |