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 | $21,238 | $133,998-84.2% | $112,263-81.1% | $134,545-84.2% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -21.80% | 47.17%-69.0pp | 27.49%-49.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $351 | $4,040-91.3% | $3,636-90.3% | $4,742-92.6% |
| Participant deferral / active EE | $3,383 | $5,292-36.1% | $4,729-28.5% | $6,401-47.2% |
| Admin fee / account holder | $227 | $7,493-97.0% | $6,410-96.5% | $11,431-98.0% |