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 | $20,403 | $48,327-57.8% | $67,575-69.8% | $80,935-74.8% |
| Participation rate | 25.5% | 66.4%-40.9pp | 72.9%-47.4pp | 67.7%-42.1pp |
| Annual return | 10.96% | 18.31%-7.3pp | 3528.98%-3518.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $501 | $2,927-82.9% | $4,003-87.5% | $4,299-88.3% |
| Admin fee / account holder | $202 | $3,692-94.5% | $3,993-94.9% | $6,924-97.1% |