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 | $23,789 | $51,638-53.9% | $68,368-65.2% | $82,448-71.1% |
| Participation rate | 65.4% | 63.6%+1.8pp | 73.8%-8.4pp | 68.1%-2.7pp |
| Annual return | 11.37% | 37.53%-26.2pp | 292.57%-281.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,291 | $2,914-55.7% | $4,123-68.7% | $4,139-68.8% |
| Admin fee / account holder | $125 | $4,643-97.3% | $5,150-97.6% | $7,234-98.3% |