Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,399 | $53,128-72.9% | $86,582-83.4% | $70,126-79.5% |
| Participation rate | 24.2% | 65.3%-41.1pp | 73.5%-49.3pp | 69.5%-45.3pp |
| Annual return | 13.10% | 27.66%-14.6pp | 965.08%-952.0pp | 73.15%-60.0pp |
| Employer contribution / active EE | $463 | $2,068-77.6% | $2,839-83.7% | $2,343-80.3% |
| Participant deferral / active EE | $641 | $2,695-76.2% | $3,609-82.3% | $3,332-80.8% |
| Admin fee / account holder | $174 | $3,584-95.2% | $4,904-96.5% | $4,645-96.3% |