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 | $37,156-53.4% | $83,854-79.4% | $86,983-80.1% |
| Participation rate | 11.1% | 49.1%-37.9pp | 59.1%-48.0pp | 69.5%-58.4pp |
| Annual return | 21.81% | 29.88%-8.1pp | 31.39%-9.6pp | 25.83%-4.0pp |
| Employer contribution / active EE | $195 | $661-70.5% | $1,017-80.8% | $2,584-92.5% |
| Participant deferral / active EE | $281 | $1,418-80.2% | $2,035-86.2% | $4,194-93.3% |
| Admin fee / account holder | $145 | $2,510-94.2% | $3,197-95.5% | $7,856-98.1% |