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 | $35,828 | $48,011-25.4% | $63,803-43.8% | $82,637-56.6% |
| Participation rate | 24.3% | 66.6%-42.2pp | 72.7%-48.4pp | 68.1%-43.7pp |
| Annual return | 8.41% | 19.84%-11.4pp | 543.72%-535.3pp | 53.51%-45.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $590 | $2,846-79.3% | $3,843-84.7% | $4,126-85.7% |
| Admin fee / account holder | $25 | $3,873-99.4% | $5,196-99.5% | $7,339-99.7% |