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 | $36,054 | $50,554-28.7% | $67,681-46.7% | $87,485-58.8% |
| Participation rate | 17.5% | 67.7%-50.2pp | 73.7%-56.2pp | 68.9%-51.4pp |
| Annual return | 7.63% | 17.81%-10.2pp | 590.58%-582.9pp | 26.06%-18.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $919 | $2,961-69.0% | $3,976-76.9% | $4,274-78.5% |
| Admin fee / account holder | $99 | $4,132-97.6% | $6,100-98.4% | $7,775-98.7% |