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 | $28,141 | $102,245-72.5% | $89,340-68.5% | $137,256-79.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 8.35% | 21.89%-13.5pp | 20.57%-12.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $138 | $2,529-94.5% | $2,231-93.8% | $4,156-96.7% |
| Participant deferral / active EE | $690 | $4,436-84.5% | $3,823-82.0% | $6,407-89.2% |
| Admin fee / account holder | $218 | $8,085-97.3% | $6,704-96.8% | $12,270-98.2% |