Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,766 | $97,020-84.8% | $83,327-82.3% | $135,380-89.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -13.92% | 12.31%-26.2pp | 10.64%-24.6pp | 519.81%-533.7pp |
| Employer contribution / active EE | $907 | $4,144-78.1% | $3,379-73.2% | $4,779-81.0% |
| Participant deferral / active EE | $1,704 | $5,964-71.4% | $5,565-69.4% | $5,609-69.6% |
| Admin fee / account holder | $92 | $8,426-98.9% | $7,540-98.8% | $10,828-99.2% |