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 | $22,747 | $72,269-68.5% | $101,271-77.5% | $79,852-71.5% |
| Participation rate | 48.5% | 68.5%-20.0pp | 75.8%-27.3pp | 69.6%-21.2pp |
| Annual return | 5.58% | 22.29%-16.7pp | 46.48%-40.9pp | 31.72%-26.1pp |
| Employer contribution / active EE | $1,087 | $2,692-59.6% | $3,660-70.3% | $2,471-56.0% |
| Participant deferral / active EE | $1,087 | $3,282-66.9% | $4,371-75.1% | $3,740-70.9% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |