Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,700 | $93,117-78.8% | $77,096-74.4% | $134,532-85.4% |
| Participation rate | 47.4% | 74.5%-27.1pp | 67.9%-20.6pp | 81.2%-33.9pp |
| Annual return | -11.08% | 62.67%-73.7pp | 42.35%-53.4pp | 418.27%-429.3pp |
| Employer contribution / active EE | $3,517 | $3,420+2.8% | $2,814+25.0% | $4,741-25.8% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $95 | $6,948-98.6% | $5,428-98.3% | $11,429-99.2% |