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.
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 | $85,842 | $89,370-3.9% | $141,197-39.2% | $72,976+17.6% |
| Participation rate | 51.4% | 75.1%-23.8pp | 82.5%-31.1pp | 69.5%-18.1pp |
| Annual return | 7.46% | 111.88%-104.4pp | 71.41%-63.9pp | 81.02%-73.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,814 | $5,419-48.1% | $6,710-58.1% | $3,608-22.0% |
| Admin fee / account holder | $118 | $5,957-98.0% | $10,265-98.9% | $5,124-97.7% |