Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,174 | $77,449-30.1% | $69,483-22.0% | $152,909-64.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 18.68% | 39.09%-20.4pp | 28.99%-10.3pp | 345.46%-326.8pp |
| Employer contribution / active EE | $766 | $3,316-76.9% | $2,780-72.5% | $4,764-83.9% |
| Participant deferral / active EE | $766 | $4,415-82.7% | $3,537-78.4% | $5,851-86.9% |
| Admin fee / account holder | $24 | $6,210-99.6% | $3,841-99.4% | $11,601-99.8% |