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 | $92,487 | $105,867-12.6% | $90,760+1.9% | $134,532-31.3% |
| Participation rate | 23.1% | 78.3%-55.2pp | 75.7%-52.6pp | 81.2%-58.2pp |
| Annual return | -20.55% | -10.99%-9.6pp | -12.16%-8.4pp | 418.27%-438.8pp |
| Employer contribution / active EE | $524 | $3,464-84.9% | $2,922-82.1% | $4,741-88.9% |
| Participant deferral / active EE | $2,069 | $5,217-60.3% | $4,565-54.7% | $6,401-67.7% |
| Admin fee / account holder | $24 | $13,936-99.8% | $8,444-99.7% | $11,429-99.8% |