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 | $14,022 | $56,134-75.0% | $96,192-85.4% | $85,851-83.7% |
| Participation rate | 32.0% | 56.7%-24.7pp | 68.4%-36.4pp | 69.3%-37.3pp |
| Annual return | 14.01% | 42.30%-28.3pp | 192.09%-178.1pp | 318.63%-304.6pp |
| Employer contribution / active EE | $974 | $1,620-39.9% | $2,799-65.2% | $2,565-62.0% |
| Participant deferral / active EE | $680 | $2,858-76.2% | $4,351-84.4% | $3,952-82.8% |
| Admin fee / account holder | $31 | $3,769-99.2% | $5,539-99.4% | $6,261-99.5% |