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.
Employer 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 | $22,434 | $135,956-83.5% | $123,894-81.9% | $273,972-91.8% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | -0.25% | 56.63%-56.9pp | 47.52%-47.8pp | 41.46%-41.7pp |
| Employer contribution / active EE | $642 | $5,170-87.6% | $4,617-86.1% | $4,869-86.8% |
| Participant deferral / active EE | $2,857 | $6,343-55.0% | $5,984-52.3% | $5,287-46.0% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,133-99.6% |