Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,355 | $111,535-89.8% | $105,223-89.2% | $137,256-91.7% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 6.83% | 237.85%-231.0pp | 180.65%-173.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,183 | $5,500-60.3% | $5,072-56.9% | $6,407-65.9% |
| Admin fee / account holder | $64 | $9,721-99.3% | $8,859-99.3% | $12,270-99.5% |