Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,533 | $217,432-72.6% | $185,849-68.0% | $167,536-64.5% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | -9.10% | 148.42%-157.5pp | 122.10%-131.2pp | 478.82%-487.9pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,248 | $6,357+45.5% | $5,569+66.1% | $6,342+45.8% |
| Admin fee / account holder | $90 | $19,818-99.5% | $16,244-99.4% | $12,315-99.3% |