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 | $0 | $181,896-100.0% | $156,551-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 1.63% | 30.74%-29.1pp | 32.23%-30.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,490 | $6,248-60.1% | $5,501-54.7% | $4,869-48.9% |
| Participant deferral / active EE | $593 | $5,550-89.3% | $4,871-87.8% | $5,287-88.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |