Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $173,005 | $58,275+196.9% | $81,844+111.4% | $80,935+113.8% |
| Participation rate | 17.9% | 63.5%-45.6pp | 72.4%-54.5pp | 67.7%-49.8pp |
| Annual return | 9.92% | 41.82%-31.9pp | 778.87%-769.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $226 | $2,346-90.4% | $2,916-92.3% | $2,757-91.8% |
| Participant deferral / active EE | $3,571 | $3,285+8.7% | $4,323-17.4% | $4,299-16.9% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |