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 | $161,791 | $167,353-3.3% | $143,797+12.5% | $134,545+20.3% |
| Participation rate | 38.9% | 84.8%-45.9pp | 80.3%-41.4pp | 81.2%-42.3pp |
| Annual return | -10.44% | 0.48%-10.9pp | -0.04%-10.4pp | 418.37%-428.8pp |
| Employer contribution / active EE | $2,342 | $5,620-58.3% | $4,952-52.7% | $4,742-50.6% |
| Participant deferral / active EE | $2,059 | $6,447-68.1% | $5,638-63.5% | $6,401-67.8% |
| Admin fee / account holder | $216 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |