Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,942 | $93,598-54.1% | $135,974-68.4% | $75,173-42.9% |
| Participation rate | 20.5% | 75.2%-54.7pp | 81.9%-61.5pp | 67.2%-46.7pp |
| Annual return | -6.21% | 30.89%-37.1pp | 68.30%-74.5pp | 160.72%-166.9pp |
| Employer contribution / active EE | $860 | $3,538-75.7% | $4,859-82.3% | $2,671-67.8% |
| Participant deferral / active EE | $1,728 | $6,405-73.0% | $7,760-77.7% | $4,126-58.1% |
| Admin fee / account holder | $53 | $6,978-99.2% | $10,767-99.5% | $5,651-99.1% |