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 | $25,785 | $124,980-79.4% | $108,359-76.2% | $154,746-83.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 6.45% | 45.00%-38.6pp | 36.89%-30.4pp | 172.34%-165.9pp |
| Employer contribution / active EE | $610 | $2,851-78.6% | $2,399-74.6% | $4,379-86.1% |
| Participant deferral / active EE | $1,139 | $4,743-76.0% | $4,137-72.5% | $6,730-83.1% |
| Admin fee / account holder | $275 | $11,502-97.6% | $9,741-97.2% | $14,365-98.1% |