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 | $33,393 | $93,124-64.1% | $77,100-56.7% | $134,545-75.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -19.60% | 62.68%-82.3pp | 42.35%-62.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $6,658 | $3,421+94.6% | $2,815+136.5% | $4,742+40.4% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |