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.
Participant 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 | $30,420 | $71,873-57.7% | $86,698-64.9% | $68,490-55.6% |
| Participation rate | 20.7% | 72.2%-51.6pp | 76.6%-55.9pp | 67.9%-47.2pp |
| Annual return | -24.43% | 3.54%-28.0pp | 35.96%-60.4pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $441 | $3,779-88.3% | $4,656-90.5% | $4,028-89.0% |
| Admin fee / account holder | $83 | $6,110-98.6% | $7,492-98.9% | $5,403-98.5% |