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 | $33,663 | $167,352-79.9% | $143,788-76.6% | $134,509-75.0% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -36.07% | 0.47%-36.5pp | -0.03%-36.0pp | 418.13%-454.2pp |
| Employer contribution / active EE | $541 | $5,620-90.4% | $4,952-89.1% | $4,741-88.6% |
| Participant deferral / active EE | $3,375 | $6,447-47.7% | $5,638-40.1% | $6,400-47.3% |
| Admin fee / account holder | $111 | $18,091-99.4% | $14,675-99.2% | $11,427-99.0% |