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 | $51,119 | $102,422-50.1% | $147,117-65.3% | $80,959-36.9% |
| Participation rate | 54.8% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 12.56% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,640 | $3,717-29.0% | $4,932-46.5% | $2,757-4.3% |
| Participant deferral / active EE | $2,330 | $6,652-65.0% | $8,065-71.1% | $4,300-45.8% |
| Admin fee / account holder | $136 | $7,953-98.3% | $12,993-99.0% | $6,925-98.0% |