Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,326 | $48,011-70.2% | $63,803-77.5% | $82,637-82.7% |
| Participation rate | 11.4% | 66.6%-55.1pp | 72.7%-61.3pp | 68.1%-56.6pp |
| Annual return | 25.92% | 19.84%+6.1pp | 543.72%-517.8pp | 53.51%-27.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $452 | $2,846-84.1% | $3,843-88.2% | $4,126-89.0% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |