Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,681 | $46,599-53.5% | $64,101-66.2% | $75,173-71.2% |
| Participation rate | 10.3% | 65.9%-55.6pp | 72.3%-62.0pp | 67.2%-56.9pp |
| Annual return | 14.88% | 26.06%-11.2pp | 33.72%-18.8pp | 160.72%-145.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $682 | $2,837-76.0% | $3,881-82.4% | $4,126-83.5% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |