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 | $28,890 | $64,311-55.1% | $57,356-49.6% | $125,389-77.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 83.2%-63.2pp |
| Annual return | -0.09% | 25.14%-25.2pp | 24.41%-24.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $540 | $3,846-86.0% | $3,162-82.9% | $5,352-89.9% |
| Admin fee / account holder | $47 | $5,243-99.1% | $3,357-98.6% | $9,541-99.5% |