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 | $23,721 | $54,541-56.5% | $78,778-69.9% | $70,126-66.2% |
| Participation rate | 14.3% | 60.8%-46.5pp | 69.2%-54.9pp | 69.5%-55.3pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $398 | $1,089-63.5% | $1,986-80.0% | $2,343-83.0% |
| Participant deferral / active EE | $744 | $2,210-66.3% | $2,958-74.8% | $3,332-77.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |