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 | $16,474 | $45,041-63.4% | $63,003-73.9% | $70,131-76.5% |
| Participation rate | 17.9% | 69.5%-51.7pp | 74.8%-57.0pp | 69.5%-51.7pp |
| Annual return | 16.25% | 18.76%-2.5pp | 87.59%-71.3pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $248 | $2,465-89.9% | $3,329-92.6% | $3,332-92.6% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |