Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,139 | $57,073-70.0% | $85,126-79.9% | $80,925-78.8% |
| Participation rate | 9.1% | 56.4%-47.3pp | 67.5%-58.4pp | 67.7%-58.6pp |
| Annual return | 9.22% | 21.69%-12.5pp | 66.63%-57.4pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $242 | $3,113-92.2% | $4,523-94.7% | $4,299-94.4% |
| Admin fee / account holder | $20 | $4,988-99.6% | $6,160-99.7% | $6,940-99.7% |