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 | $48,098 | $166,089-71.0% | $164,928-70.8% | $145,978-67.1% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.6%-13.4pp | 80.3%-15.1pp |
| Annual return | -4.46% | 100.26%-104.7pp | 70.08%-74.5pp | 550.52%-555.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,844 | $6,961-73.5% | $6,034-69.4% | $6,690-72.4% |
| Admin fee / account holder | -$1,266 | $16,641-107.6% | $12,684-110.0% | $13,400-109.4% |