Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $138,523 | $183,988-24.7% | $162,177-14.6% | $152,897-9.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 1.15% | 150.79%-149.6pp | 115.60%-114.5pp | 345.43%-344.3pp |
| Employer contribution / active EE | $629 | $6,370-90.1% | $5,613-88.8% | $4,764-86.8% |
| Participant deferral / active EE | $12,500 | $8,032+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |