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 | $29,631 | $63,355-53.2% | $91,994-67.8% | $72,983-59.4% |
| Participation rate | 8.0% | 72.5%-64.5pp | 78.6%-70.6pp | 69.5%-61.5pp |
| Annual return | -0.60% | 35.35%-35.9pp | 69.03%-69.6pp | 81.01%-81.6pp |
| Employer contribution / active EE | $275 | $2,116-87.0% | $3,452-92.0% | $2,440-88.7% |
| Participant deferral / active EE | $347 | $4,883-92.9% | $5,923-94.1% | $3,608-90.4% |
| Admin fee / account holder | $19 | $4,668-99.6% | $7,743-99.8% | $5,124-99.6% |