Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,304 | $29,319-64.9% | $52,425-80.3% | $82,448-87.5% |
| Participation rate | 2.2% | 46.9%-44.6pp | 55.6%-53.4pp | 68.1%-65.8pp |
| Annual return | 13.59% | 535.20%-521.6pp | 302.12%-288.5pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $402 | $1,171-65.7% | $1,790-77.5% | $4,139-90.3% |
| Admin fee / account holder | $95 | $1,962-95.2% | $2,495-96.2% | $7,234-98.7% |