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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,082 | $54,541-17.3% | $78,778-42.8% | $70,126-35.7% |
| Participation rate | 14.0% | 60.8%-46.8pp | 69.2%-55.2pp | 69.5%-55.5pp |
| Annual return | 19.50% | 21.07%-1.6pp | 35.62%-16.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $355 | $1,089-67.3% | $1,986-82.1% | $2,343-84.8% |
| Participant deferral / active EE | $796 | $2,210-64.0% | $2,958-73.1% | $3,332-76.1% |
| Admin fee / account holder | $270 | $3,709-92.7% | $5,134-94.7% | $4,645-94.2% |