Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,322 | $63,346-42.7% | $92,240-60.6% | $70,126-48.2% |
| Participation rate | 8.1% | 68.7%-60.6pp | 76.5%-68.4pp | 69.5%-61.4pp |
| Annual return | 12.26% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $503 | $2,471-79.7% | $3,680-86.3% | $2,343-78.5% |
| Participant deferral / active EE | $270 | $2,854-90.5% | $3,897-93.1% | $3,332-91.9% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |