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 | $134,879 | $77,460+74.1% | $100,378+34.4% | $80,925+66.7% |
| Participation rate | 14.8% | 76.9%-62.1pp | 81.5%-66.7pp | 67.7%-52.8pp |
| Annual return | 11.44% | 37.24%-25.8pp | 49.41%-38.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $751 | $2,801-73.2% | $3,942-81.0% | $2,756-72.8% |
| Participant deferral / active EE | $2,036 | $6,818-70.1% | $8,087-74.8% | $4,299-52.6% |
| Admin fee / account holder | $0 | $5,887-100.0% | $7,899-100.0% | $6,940-100.0% |