Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,239 | $29,319-65.1% | $52,425-80.5% | $82,448-87.6% |
| Participation rate | 5.0% | 46.9%-41.9pp | 55.6%-50.6pp | 68.1%-63.1pp |
| Annual return | 23.80% | 535.20%-511.4pp | 302.12%-278.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $151 | $1,171-87.1% | $1,790-91.6% | $4,139-96.3% |
| Admin fee / account holder | $20 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |