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 | $47,169 | $41,377+14.0% | $109,313-56.8% | $62,881-25.0% |
| Participation rate | 20.0% | 57.5%-37.5pp | 71.3%-51.3pp | 69.3%-49.3pp |
| Annual return | 4.92% | 11.05%-6.1pp | 22.07%-17.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $753 | $1,276-41.0% | $3,892-80.6% | $2,281-67.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $30 | $2,884-99.0% | $5,666-99.5% | $4,296-99.3% |