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 | $38,299 | $71,215-46.2% | $93,696-59.1% | $80,935-52.7% |
| Participation rate | 52.0% | 60.4%-8.4pp | 68.7%-16.7pp | 67.7%-15.7pp |
| Annual return | 12.94% | 11.27%+1.7pp | 133.74%-120.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $455 | $1,565-71.0% | $2,422-81.2% | $2,757-83.5% |
| Participant deferral / active EE | $465 | $4,037-88.5% | $4,417-89.5% | $4,299-89.2% |
| Admin fee / account holder | $7 | $6,958-99.9% | $8,287-99.9% | $6,924-99.9% |