Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,674 | $149,040-93.5% | $120,225-92.0% | $137,256-93.0% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 2.64% | 605.68%-603.0pp | 439.23%-436.6pp | 220.34%-217.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,708 | $4,655-63.3% | $3,999-57.3% | $6,407-73.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |