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 | $50,063 | $181,896-72.5% | $156,551-68.0% | $273,972-81.7% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 1.62% | 30.74%-29.1pp | 32.23%-30.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,808 | $5,550-67.4% | $4,871-62.9% | $5,287-65.8% |
| Admin fee / account holder | $171 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |