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 | $11,855 | $40,275-70.6% | $57,356-79.3% | $59,633-80.1% |
| Participation rate | 25.7% | 69.1%-43.4pp | 75.1%-49.4pp | 68.7%-43.0pp |
| Annual return | 1.35% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $501 | $2,400-79.1% | $3,162-84.1% | $3,192-84.3% |
| Admin fee / account holder | $251 | $2,820-91.1% | $3,357-92.5% | $4,297-94.1% |