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.
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 | $6,021 | $29,667-79.7% | $56,441-89.3% | $80,874-92.6% |
| Participation rate | 6.7% | 41.7%-35.0pp | 52.5%-45.8pp | 67.6%-61.0pp |
| Annual return | 9.94% | 35.22%-25.3pp | 1704.21%-1694.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $101 | $669-84.9% | $1,039-90.3% | $2,756-96.3% |
| Participant deferral / active EE | $145 | $1,227-88.2% | $1,953-92.6% | $4,297-96.6% |
| Admin fee / account holder | $45 | $2,429-98.1% | $2,829-98.4% | $6,935-99.4% |