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 | $38,909 | $155,555-75.0% | $146,866-73.5% | $155,188-74.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | -34.95% | 115.41%-150.4pp | 102.85%-137.8pp | 148.84%-183.8pp |
| Employer contribution / active EE | $1,443 | $4,647-69.0% | $4,425-67.4% | $4,248-66.0% |
| Participant deferral / active EE | $2,164 | $8,044-73.1% | $7,759-72.1% | $6,531-66.9% |
| Admin fee / account holder | $47 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |