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 | $85,076 | $41,016+107.4% | $152,093-44.1% | $64,097+32.7% |
| Participation rate | 12.7% | 51.3%-38.6pp | 77.8%-65.1pp | 55.2%-42.5pp |
| Annual return | 10.97% | 39.60%-28.6pp | 66.36%-55.4pp | 34.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $581 | $1,927-69.9% | $5,451-89.3% | $3,080-81.1% |
| Admin fee / account holder | $42 | $2,305-98.2% | $14,497-99.7% | $3,454-98.8% |