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 | $47,608 | $167,353-71.6% | $143,797-66.9% | $134,545-64.6% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -17.53% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,206 | $5,620-78.5% | $4,952-75.7% | $4,742-74.6% |
| Participant deferral / active EE | $1,273 | $6,447-80.3% | $5,638-77.4% | $6,401-80.1% |
| Admin fee / account holder | $42 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |