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.
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 | $24,056 | $110,410-78.2% | $102,437-76.5% | $145,897-83.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 5.85% | 24.85%-19.0pp | 24.95%-19.1pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,295 | $4,217-69.3% | $3,871-66.5% | $4,663-72.2% |
| Participant deferral / active EE | $1,295 | $5,622-77.0% | $5,060-74.4% | $6,689-80.6% |
| Admin fee / account holder | $63 | $9,745-99.4% | $8,388-99.2% | $13,390-99.5% |