Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,278 | $84,551-96.1% | $61,452-94.7% | $134,532-97.6% |
| Participation rate | 12.5% | 62.2%-49.7pp | 52.6%-40.1pp | 81.2%-68.7pp |
| Annual return | -22.17% | 585.39%-607.6pp | 338.96%-361.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $113 | $1,545-92.7% | $1,160-90.3% | $4,741-97.6% |
| Participant deferral / active EE | $113 | $2,818-96.0% | $2,125-94.7% | $6,401-98.2% |
| Admin fee / account holder | $23 | $2,587-99.1% | $2,131-98.9% | $11,429-99.8% |