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 | $81,956 | $209,336-60.8% | $197,124-58.4% | $137,256-40.3% |
| Participation rate | 61.5% | 87.3%-25.8pp | 86.7%-25.2pp | 80.0%-18.4pp |
| Annual return | 8.46% | 48.09%-39.6pp | 44.34%-35.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,516 | $9,614-73.8% | $9,135-72.5% | $6,407-60.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |