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 | $63,110 | $78,694-19.8% | $67,652-6.7% | $125,389-49.7% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -2.39% | 9.46%-11.8pp | 6625.40%-6627.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $651 | $3,044-78.6% | $2,266-71.3% | $4,866-86.6% |
| Participant deferral / active EE | $846 | $4,292-80.3% | $3,560-76.2% | $5,352-84.2% |
| Admin fee / account holder | $296 | $7,403-96.0% | $4,821-93.9% | $9,541-96.9% |