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.
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 | $38,015 | $209,405-81.8% | $178,486-78.7% | $158,931-76.1% |
| Participation rate | 63.2% | 86.4%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | -0.66% | 188.77%-189.4pp | 151.08%-151.7pp | 302.86%-303.5pp |
| Employer contribution / active EE | $1,464 | $5,707-74.3% | $5,011-70.8% | $4,761-69.2% |
| Participant deferral / active EE | $1,108 | $5,954-81.4% | $5,202-78.7% | $5,982-81.5% |
| Admin fee / account holder | $71 | $17,076-99.6% | $13,985-99.5% | $11,247-99.4% |