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.
Employer 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 | $48,276 | $136,307-64.6% | $106,619-54.7% | $273,972-82.4% |
| Participation rate | 33.3% | 84.8%-51.4pp | 78.0%-44.7pp | 83.0%-49.7pp |
| Annual return | 0.29% | 11.05%-10.8pp | 9.42%-9.1pp | 41.46%-41.2pp |
| Employer contribution / active EE | $472 | $5,190-90.9% | $3,947-88.0% | $4,869-90.3% |
| Participant deferral / active EE | $6,667 | $4,969+34.2% | $3,930+69.6% | $5,287+26.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |