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 | $20,161 | $77,976-74.1% | $81,367-75.2% | $125,389-83.9% |
| Participation rate | 53.8% | 83.3%-29.4pp | 82.3%-28.4pp | 83.2%-29.3pp |
| Annual return | -3.44% | -2.85%-0.6pp | -0.92%-2.5pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,024 | $4,366-53.6% | $3,930-48.5% | $4,866-58.4% |
| Participant deferral / active EE | $1,255 | $5,646-77.8% | $5,383-76.7% | $5,352-76.5% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |