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 | $187,381 | $127,387+47.1% | $115,038+62.9% | $125,389+49.4% |
| Participation rate | 14.3% | 84.2%-69.9pp | 81.4%-67.1pp | 83.2%-68.9pp |
| Annual return | -10.82% | 31.28%-42.1pp | 26.14%-37.0pp | 282.24%-293.1pp |
| Employer contribution / active EE | $571 | $5,166-88.9% | $4,608-87.6% | $4,866-88.3% |
| Participant deferral / active EE | $2,571 | $6,423-60.0% | $6,026-57.3% | $5,352-52.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |