Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,871 | $190,916-88.5% | $160,037-86.3% | $134,545-83.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -29.54% | 552.79%-582.3pp | 408.95%-438.5pp | 418.37%-447.9pp |
| Employer contribution / active EE | $480 | $4,996-90.4% | $4,226-88.6% | $4,742-89.9% |
| Participant deferral / active EE | $6,921 | $6,925-0.1% | $6,184+11.9% | $6,401+8.1% |
| Admin fee / account holder | $50 | $10,497-99.5% | $8,716-99.4% | $11,431-99.6% |