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 | $27,261 | $48,078-43.3% | $78,676-65.4% | $62,881-56.6% |
| Participation rate | 35.9% | 65.2%-29.3pp | 73.6%-37.7pp | 69.3%-33.4pp |
| Annual return | 1.33% | 31.36%-30.0pp | 62.19%-60.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $335 | $2,015-83.4% | $2,850-88.2% | $2,281-85.3% |
| Participant deferral / active EE | $676 | $2,587-73.9% | $3,517-80.8% | $3,203-78.9% |
| Admin fee / account holder | $25 | $3,206-99.2% | $4,510-99.4% | $4,296-99.4% |