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.
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 | $48,156 | $167,353-71.2% | $143,797-66.5% | $134,545-64.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -43.45% | 0.48%-43.9pp | -0.04%-43.4pp | 418.37%-461.8pp |
| Employer contribution / active EE | $1,134 | $5,620-79.8% | $4,952-77.1% | $4,742-76.1% |
| Participant deferral / active EE | $4,434 | $6,447-31.2% | $5,638-21.4% | $6,401-30.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |