Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,873 | $95,895-54.2% | $79,576-44.9% | $134,509-67.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -20.80% | -2.72%-18.1pp | 0.15%-20.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $226 | $3,128-92.8% | $2,413-90.7% | $4,741-95.2% |
| Participant deferral / active EE | $2,900 | $4,693-38.2% | $3,985-27.2% | $6,400-54.7% |
| Admin fee / account holder | $181 | $9,129-98.0% | $6,834-97.4% | $11,427-98.4% |