Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,252 | $76,407-89.2% | $150,298-94.5% | $82,448-90.0% |
| Participation rate | 28.9% | 66.4%-37.4pp | 77.8%-48.8pp | 68.1%-39.1pp |
| Annual return | 2.55% | 39.99%-37.4pp | 62.79%-60.2pp | 41.64%-39.1pp |
| Employer contribution / active EE | $416 | $2,614-84.1% | $4,154-90.0% | $2,551-83.7% |
| Participant deferral / active EE | $524 | $3,214-83.7% | $5,453-90.4% | $4,139-87.3% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |