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 | $30,160 | $97,729-69.1% | $83,830-64.0% | $135,379-77.7% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -6.88% | 1287.52%-1294.4pp | 850.97%-857.9pp | 519.79%-526.7pp |
| Employer contribution / active EE | $978 | $4,222-76.8% | $3,631-73.1% | $4,779-79.5% |
| Participant deferral / active EE | $1,006 | $4,683-78.5% | $4,082-75.4% | $5,609-82.1% |
| Admin fee / account holder | $62 | $6,674-99.1% | $5,479-98.9% | $10,828-99.4% |