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 | $191,926 | $82,674+132.1% | $125,381+53.1% | $68,486+180.2% |
| Participation rate | 54.8% | 75.1%-20.2pp | 82.4%-27.5pp | 67.9%-13.1pp |
| Annual return | -21.51% | -5.97%-15.5pp | 572.31%-593.8pp | -7.85%-13.7pp |
| Employer contribution / active EE | $611 | $3,382-81.9% | $4,815-87.3% | $2,597-76.5% |
| Participant deferral / active EE | $5,890 | $6,111-3.6% | $7,448-20.9% | $4,028+46.2% |
| Admin fee / account holder | $156 | $6,277-97.5% | $10,007-98.4% | $5,404-97.1% |