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 | $37,176 | $138,075-73.1% | $123,552-69.9% | $135,379-72.5% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.6pp |
| Annual return | -8.54% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $1,095 | $5,152-78.8% | $4,628-76.3% | $4,779-77.1% |
| Participant deferral / active EE | $1,572 | $6,800-76.9% | $6,426-75.5% | $5,609-72.0% |
| Admin fee / account holder | $16 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |