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 | $40,946 | $49,199-16.8% | $121,210-66.2% | $75,177-45.5% |
| Participation rate | 51.7% | 55.4%-3.7pp | 69.5%-17.8pp | 67.2%-15.5pp |
| Annual return | 13.35% | 56.04%-42.7pp | 987.41%-974.1pp | 160.75%-147.4pp |
| Employer contribution / active EE | $232 | $1,547-85.0% | $4,171-94.4% | $2,671-91.3% |
| Participant deferral / active EE | $3,098 | $2,630+17.8% | $4,084-24.1% | $4,126-24.9% |
| Admin fee / account holder | $198 | $3,946-95.0% | $5,647-96.5% | $5,651-96.5% |