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 | $24,331 | $76,407-68.2% | $150,298-83.8% | $82,448-70.5% |
| Participation rate | 26.2% | 66.4%-40.2pp | 77.8%-51.6pp | 68.1%-41.9pp |
| Annual return | 14.08% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $601 | $3,214-81.3% | $5,453-89.0% | $4,139-85.5% |
| Admin fee / account holder | $22 | $6,352-99.7% | $14,116-99.8% | $7,234-99.7% |