Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,744 | $106,864-22.6% | $147,318-43.8% | $82,637+0.1% |
| Participation rate | 23.8% | 75.5%-51.7pp | 82.1%-58.3pp | 68.1%-44.2pp |
| Annual return | 8.30% | 27.49%-19.2pp | 70.43%-62.1pp | 53.51%-45.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,985 | $6,496-69.4% | $7,906-74.9% | $4,126-51.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |