Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,454 | $102,609-67.4% | $98,090-65.9% | $138,895-75.9% |
| Participation rate | 52.4% | 82.8%-30.4pp | 81.5%-29.2pp | 79.9%-27.5pp |
| Annual return | 15.67% | 36.44%-20.8pp | 37.05%-21.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $528 | $3,867-86.4% | $3,606-85.4% | $4,194-87.4% |
| Participant deferral / active EE | $2,072 | $8,167-74.6% | $7,845-73.6% | $6,396-67.6% |
| Admin fee / account holder | $20 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |