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 | $45,356 | $125,190-63.8% | $105,624-57.1% | $145,897-68.9% |
| Participation rate | 14.3% | 77.6%-63.4pp | 75.3%-61.0pp | 80.3%-66.0pp |
| Annual return | 8.11% | 225.22%-217.1pp | 116.20%-108.1pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $389 | $5,716-93.2% | $5,013-92.2% | $6,689-94.2% |
| Admin fee / account holder | $283 | $17,138-98.4% | $10,961-97.4% | $13,390-97.9% |