Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,418 | $91,198-75.4% | $178,503-87.4% | $79,856-71.9% |
| Participation rate | 35.3% | 69.2%-33.9pp | 81.9%-46.6pp | 69.6%-34.3pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $408 | $3,257-87.5% | $5,011-91.9% | $2,471-83.5% |
| Participant deferral / active EE | $632 | $3,237-80.5% | $5,202-87.8% | $3,741-83.1% |
| Admin fee / account holder | $228 | $6,748-96.6% | $13,987-98.4% | $5,306-95.7% |