Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,298 | $36,948-53.2% | $73,658-76.5% | $87,485-80.2% |
| Participation rate | 11.1% | 46.8%-35.7pp | 57.0%-45.9pp | 68.9%-57.8pp |
| Annual return | 21.81% | 28.64%-6.8pp | 29.72%-7.9pp | 26.06%-4.2pp |
| Employer contribution / active EE | $195 | $670-70.9% | $1,032-81.1% | $2,596-92.5% |
| Participant deferral / active EE | $281 | $1,379-79.6% | $2,062-86.4% | $4,274-93.4% |
| Admin fee / account holder | $145 | $2,531-94.3% | $3,357-95.7% | $7,775-98.1% |