Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,439 | $103,393-70.6% | $87,103-65.1% | $152,909-80.1% |
| Participation rate | 23.1% | 79.4%-56.3pp | 76.9%-53.8pp | 82.5%-59.4pp |
| Annual return | 7.34% | 28.10%-20.8pp | 28.19%-20.9pp | 345.46%-338.1pp |
| Employer contribution / active EE | $1,156 | $3,221-64.1% | $2,521-54.2% | $4,764-75.7% |
| Participant deferral / active EE | $710 | $4,778-85.1% | $4,049-82.5% | $5,851-87.9% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |