Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,107 | $142,426-80.3% | $115,167-75.6% | $152,909-81.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 23.80% | 41.48%-17.7pp | 35.60%-11.8pp | 345.46%-321.7pp |
| Employer contribution / active EE | $845 | $4,011-78.9% | $3,179-73.4% | $4,764-82.3% |
| Participant deferral / active EE | $1,056 | $5,165-79.6% | $4,169-74.7% | $5,851-82.0% |
| Admin fee / account holder | $20 | $8,464-99.8% | $7,089-99.7% | $11,601-99.8% |