Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,464 | $60,165-56.0% | $74,184-64.3% | $55,167-52.0% |
| Participation rate | 47.5% | 74.2%-26.6pp | 76.6%-29.1pp | 69.0%-21.5pp |
| Annual return | 10.93% | 10.00%+0.9pp | 17.74%-6.8pp | 169.23%-158.3pp |
| Employer contribution / active EE | $743 | $1,600-53.6% | $2,370-68.7% | $1,963-62.2% |
| Participant deferral / active EE | $1,213 | $2,973-59.2% | $3,550-65.8% | $3,054-60.3% |
| Admin fee / account holder | $7 | $419-98.4% | $5,586-99.9% | $504-98.6% |