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.
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 | $15,064 | $97,125-84.5% | $86,233-82.5% | $137,256-89.0% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.0%-23.6pp | 80.0%-34.5pp |
| Annual return | -90.18% | 74.19%-164.4pp | 61.39%-151.6pp | 220.34%-310.5pp |
| Employer contribution / active EE | $367 | $2,841-87.1% | $2,504-85.3% | $4,156-91.2% |
| Participant deferral / active EE | $451 | $5,180-91.3% | $4,559-90.1% | $6,407-93.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |