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 | $16,169 | $70,699-77.1% | $169,381-90.5% | $75,184-78.5% |
| Participation rate | 46.5% | 64.8%-18.3pp | 77.2%-30.7pp | 67.2%-20.7pp |
| Annual return | 22.60% | 36.29%-13.7pp | 406.41%-383.8pp | 160.78%-138.2pp |
| Employer contribution / active EE | $448 | $2,211-79.8% | $4,013-88.8% | $2,671-83.2% |
| Participant deferral / active EE | $1,069 | $4,311-75.2% | $6,224-82.8% | $4,127-74.1% |
| Admin fee / account holder | $1 | $5,405-100.0% | $9,013-100.0% | $5,652-100.0% |