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 | $42,629 | $91,559-53.4% | $133,971-68.2% | $79,852-46.6% |
| Participation rate | 26.7% | 73.3%-46.7pp | 79.8%-53.2pp | 69.6%-43.0pp |
| Annual return | 5.97% | 61.85%-55.9pp | 45.09%-39.1pp | 31.72%-25.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $591 | $3,734-84.2% | $5,047-88.3% | $3,740-84.2% |
| Admin fee / account holder | $251 | $6,321-96.0% | $8,929-97.2% | $5,306-95.3% |