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 | $18,188 | $45,087-59.7% | $69,483-73.8% | $72,976-75.1% |
| Participation rate | 20.7% | 68.5%-47.8pp | 74.6%-53.9pp | 69.5%-48.8pp |
| Annual return | 17.46% | 22.67%-5.2pp | 28.99%-11.5pp | 81.02%-63.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $283 | $2,603-89.1% | $3,537-92.0% | $3,608-92.2% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |