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 | $78,687 | $51,226+53.6% | $82,744-4.9% | $66,938+17.6% |
| Participation rate | 11.2% | 67.9%-56.7pp | 72.6%-61.4pp | 69.8%-58.6pp |
| Annual return | -16.36% | -9.61%-6.8pp | 702.22%-718.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $682 | $3,460-80.3% | $4,395-84.5% | $4,238-83.9% |
| Admin fee / account holder | $114 | $416-72.7% | $5,325-97.9% | $594-80.9% |