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 | $40,825 | $81,276-49.8% | $155,574-73.8% | $80,925-49.6% |
| Participation rate | 64.8% | 66.2%-1.4pp | 78.2%-13.4pp | 67.7%-2.8pp |
| Annual return | 7.65% | 33.36%-25.7pp | 64.87%-57.2pp | 35.65%-28.0pp |
| Employer contribution / active EE | $1,208 | $3,103-61.1% | $4,676-74.2% | $2,756-56.2% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $196 | $7,993-97.5% | $15,914-98.8% | $6,940-97.2% |