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.
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 | $92,323 | $138,078-33.1% | $125,363-26.4% | $134,509-31.4% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -24.09% | 750.49%-774.6pp | 572.15%-596.2pp | 418.13%-442.2pp |
| Employer contribution / active EE | $339 | $5,245-93.5% | $4,815-93.0% | $4,741-92.8% |
| Participant deferral / active EE | $3,784 | $7,800-51.5% | $7,447-49.2% | $6,400-40.9% |
| Admin fee / account holder | $6 | $11,566-100.0% | $10,005-99.9% | $11,427-100.0% |