Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,329 | $108,882-84.1% | $96,754-82.1% | $154,746-88.8% |
| Participation rate | 12.5% | 75.1%-62.6pp | 70.3%-57.8pp | 80.7%-68.2pp |
| Annual return | 18.31% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $543 | $5,323-89.8% | $4,758-88.6% | $6,730-91.9% |
| Admin fee / account holder | $125 | $10,200-98.8% | $8,905-98.6% | $14,365-99.1% |