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.
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 | $89,387 | $211,105-57.7% | $178,449-49.9% | $145,978-38.8% |
| Participation rate | 31.3% | 80.8%-49.5pp | 77.1%-45.8pp | 80.3%-49.0pp |
| Annual return | 4.05% | 30.19%-26.1pp | 27.09%-23.0pp | 550.52%-546.5pp |
| Employer contribution / active EE | $636 | $4,569-86.1% | $3,951-83.9% | $4,662-86.4% |
| Participant deferral / active EE | $907 | $6,959-87.0% | $6,277-85.5% | $6,690-86.4% |
| Admin fee / account holder | $217 | $12,017-98.2% | $10,362-97.9% | $13,400-98.4% |