Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,870 | $77,908-87.3% | $149,696-93.4% | $75,173-86.9% |
| Participation rate | 52.8% | 65.6%-12.7pp | 78.8%-25.9pp | 67.2%-14.4pp |
| Annual return | -5.82% | 31.73%-37.5pp | 134.46%-140.3pp | 160.72%-166.5pp |
| Employer contribution / active EE | $306 | $3,138-90.2% | $4,821-93.6% | $2,671-88.5% |
| Participant deferral / active EE | $1,329 | $3,411-61.0% | $5,682-76.6% | $4,126-67.8% |
| Admin fee / account holder | $179 | $5,950-97.0% | $13,212-98.6% | $5,651-96.8% |