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 | $70,822 | $76,551-7.5% | $123,894-42.8% | $62,881+12.6% |
| Participation rate | 45.7% | 73.0%-27.3pp | 81.4%-35.7pp | 69.3%-23.6pp |
| Annual return | 3.49% | 18.68%-15.2pp | 47.52%-44.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $907 | $2,882-68.5% | $4,617-80.4% | $2,281-60.3% |
| Participant deferral / active EE | $1,367 | $4,840-71.7% | $5,984-77.2% | $3,203-57.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |