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 | $26,576 | $156,398-83.0% | $147,318-82.0% | $138,895-80.9% |
| Participation rate | 35.3% | 83.8%-48.5pp | 82.1%-46.8pp | 79.9%-44.6pp |
| Annual return | 10.00% | 78.75%-68.8pp | 70.43%-60.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $620 | $4,853-87.2% | $4,593-86.5% | $4,194-85.2% |
| Participant deferral / active EE | $2,663 | $8,237-67.7% | $7,906-66.3% | $6,396-58.4% |
| Admin fee / account holder | $204 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |