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 | $19,830 | $180,749-89.0% | $160,784-87.7% | $137,256-85.6% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 8.99% | 2234.46%-2225.5pp | 1803.92%-1794.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $800 | $6,844-88.3% | $6,293-87.3% | $6,407-87.5% |
| Admin fee / account holder | $225 | $10,397-97.8% | $9,717-97.7% | $12,270-98.2% |