Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,656 | $27,632+68.8% | $61,399-24.0% | $68,495-31.9% |
| Participation rate | 10.3% | 39.5%-29.2pp | 52.6%-42.3pp | 67.9%-57.6pp |
| Annual return | -21.54% | -13.24%-8.3pp | 338.81%-360.3pp | -7.84%-13.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $233 | $1,264-81.6% | $2,124-89.0% | $4,028-94.2% |
| Admin fee / account holder | $155 | $2,010-92.3% | $2,131-92.7% | $5,403-97.1% |