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 | $57,467 | $54,757+4.9% | $90,304-36.4% | $72,975-21.3% |
| Participation rate | 10.0% | 65.2%-55.2pp | 73.3%-63.3pp | 69.5%-59.5pp |
| Annual return | 22.58% | 30.63%-8.1pp | 78.13%-55.6pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $562 | $2,887-80.6% | $3,885-85.5% | $3,608-84.4% |
| Admin fee / account holder | $29 | $3,973-99.3% | $5,354-99.5% | $5,124-99.4% |