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 | $32,402 | $105,960-69.4% | $81,726-60.4% | $158,982-79.6% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 2.06% | 38.19%-36.1pp | 29.49%-27.4pp | 302.99%-300.9pp |
| Employer contribution / active EE | $667 | $7,805-91.5% | $4,311-84.5% | $4,763-86.0% |
| Participant deferral / active EE | $667 | $13,011-94.9% | $7,108-90.6% | $5,983-88.9% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |