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.
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 | $12,431 | $72,426-82.8% | $67,560-81.6% | $145,897-91.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 7.47% | 7226.78%-7219.3pp | 3533.50%-3526.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,991 | $4,785-58.4% | $4,004-50.3% | $6,689-70.2% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |