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 | $147,438 | $114,013+29.3% | $103,693+42.2% | $155,188-5.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | -5.00% | 49.31%-54.3pp | 47.61%-52.6pp | 148.84%-153.8pp |
| Employer contribution / active EE | $97 | $3,131-96.9% | $2,920-96.7% | $4,248-97.7% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |