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 | $12,775 | $92,684-86.2% | $82,706-84.6% | $134,509-90.5% |
| Participation rate | 45.8% | 75.2%-29.4pp | 72.6%-26.7pp | 81.2%-35.4pp |
| Annual return | -0.35% | 945.84%-946.2pp | 701.76%-702.1pp | 418.13%-418.5pp |
| Employer contribution / active EE | $1,908 | $3,272-41.7% | $3,007-36.5% | $4,741-59.7% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $170 | $5,982-97.2% | $5,329-96.8% | $11,427-98.5% |