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 | $37,783 | $97,125-61.1% | $86,233-56.2% | $137,256-72.5% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.0%-45.5pp | 80.0%-56.4pp |
| Annual return | 4.35% | 74.19%-69.8pp | 61.39%-57.0pp | 220.34%-216.0pp |
| Employer contribution / active EE | $541 | $2,841-81.0% | $2,504-78.4% | $4,156-87.0% |
| Participant deferral / active EE | $541 | $5,180-89.6% | $4,559-88.1% | $6,407-91.6% |
| Admin fee / account holder | $34 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |