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 | $63,003 | $39,798+58.3% | $67,704-6.9% | $59,633+5.7% |
| Participation rate | 11.6% | 57.4%-45.7pp | 67.5%-55.9pp | 68.7%-57.0pp |
| Annual return | 0.10% | 89.94%-89.8pp | 25.41%-25.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $259 | $1,393-81.4% | $2,559-89.9% | $2,203-88.2% |
| Participant deferral / active EE | $448 | $2,335-80.8% | $3,585-87.5% | $3,192-86.0% |
| Admin fee / account holder | $299 | $3,212-90.7% | $4,255-93.0% | $4,297-93.0% |