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 | $104,281 | $133,998-22.2% | $112,263-7.1% | $134,545-22.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -16.86% | 47.17%-64.0pp | 27.49%-44.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $821 | $4,040-79.7% | $3,636-77.4% | $4,742-82.7% |
| Participant deferral / active EE | $977 | $5,292-81.5% | $4,729-79.3% | $6,401-84.7% |
| Admin fee / account holder | $6 | $7,493-99.9% | $6,410-99.9% | $11,431-99.9% |