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 | $48,513 | $60,119-19.3% | $90,414-46.3% | $79,860-39.3% |
| Participation rate | 24.0% | 65.0%-41.0pp | 72.7%-48.7pp | 69.6%-45.6pp |
| Annual return | 23.84% | 71.94%-48.1pp | 1293.19%-1269.4pp | 31.72%-7.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $761 | $2,938-74.1% | $3,963-80.8% | $3,740-79.6% |
| Admin fee / account holder | $22 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |