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 | $164,965 | $138,102+19.5% | $125,381+31.6% | $134,532+22.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -39.05% | 750.73%-789.8pp | 572.31%-611.4pp | 418.27%-457.3pp |
| Employer contribution / active EE | $630 | $5,245-88.0% | $4,815-86.9% | $4,741-86.7% |
| Participant deferral / active EE | $3,449 | $7,801-55.8% | $7,448-53.7% | $6,401-46.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |