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 | $26,646 | $32,037-16.8% | $69,182-61.5% | $62,881-57.6% |
| Participation rate | 17.1% | 43.4%-26.3pp | 55.1%-38.0pp | 69.3%-52.2pp |
| Annual return | 3.99% | 15.16%-11.2pp | -21.93%+25.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $383 | $1,185-67.7% | $1,897-79.8% | $3,203-88.0% |
| Admin fee / account holder | $38 | $2,608-98.6% | $2,697-98.6% | $4,296-99.1% |