Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,534 | $111,785-72.7% | $93,669-67.4% | $145,877-79.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 3.83% | 203.79%-200.0pp | 133.59%-129.8pp | 551.28%-547.4pp |
| Employer contribution / active EE | $300 | $3,096-90.3% | $2,424-87.6% | $4,663-93.6% |
| Participant deferral / active EE | $2,300 | $4,919-53.2% | $4,416-47.9% | $6,691-65.6% |
| Admin fee / account holder | $11 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |