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 | $30,242 | $197,819-84.7% | $155,789-80.6% | $125,389-75.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | -1.61% | 86.73%-88.3pp | 71.54%-73.1pp | 282.24%-283.9pp |
| Employer contribution / active EE | $494 | $4,850-89.8% | $3,839-87.1% | $4,866-89.8% |
| Participant deferral / active EE | $851 | $5,631-84.9% | $4,798-82.3% | $5,352-84.1% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |