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 | $29,645 | $45,566-34.9% | $64,105-53.8% | $59,633-50.3% |
| Participation rate | 26.7% | 60.2%-33.5pp | 68.2%-41.5pp | 68.7%-42.0pp |
| Annual return | -3.53% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,185 | $2,057-42.4% | $2,822-58.0% | $3,192-62.9% |
| Admin fee / account holder | $274 | $3,268-91.6% | $4,499-93.9% | $4,297-93.6% |