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 | $17,447 | $108,882-84.0% | $96,754-82.0% | $154,746-88.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 3.79% | 98.39%-94.6pp | 82.04%-78.2pp | 172.34%-168.5pp |
| Employer contribution / active EE | $359 | $3,018-88.1% | $2,679-86.6% | $4,379-91.8% |
| Participant deferral / active EE | $431 | $5,323-91.9% | $4,758-91.0% | $6,730-93.6% |
| Admin fee / account holder | $48 | $10,200-99.5% | $8,905-99.5% | $14,365-99.7% |