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.
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 | $26,769 | $95,895-72.1% | $79,576-66.4% | $134,509-80.1% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -24.92% | -2.72%-22.2pp | 0.15%-25.1pp | 418.13%-443.1pp |
| Employer contribution / active EE | $521 | $3,128-83.3% | $2,413-78.4% | $4,741-89.0% |
| Participant deferral / active EE | $1,543 | $4,693-67.1% | $3,985-61.3% | $6,400-75.9% |
| Admin fee / account holder | $213 | $9,129-97.7% | $6,834-96.9% | $11,427-98.1% |