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 | $36,610 | $57,352-36.2% | $83,831-56.3% | $64,173-43.0% |
| Participation rate | 42.3% | 68.6%-26.3pp | 76.1%-33.8pp | 69.6%-27.3pp |
| Annual return | -4.95% | 11.38%-16.3pp | 850.99%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $663 | $2,993-77.8% | $4,082-83.8% | $3,470-80.9% |
| Admin fee / account holder | $244 | $4,046-94.0% | $5,479-95.5% | $4,887-95.0% |