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 | $52,925 | $91,439-42.1% | $135,974-61.1% | $71,511-26.0% |
| Participation rate | 61.2% | 75.7%-14.5pp | 81.9%-20.7pp | 67.9%-6.7pp |
| Annual return | 17.03% | 29.90%-12.9pp | 68.30%-51.3pp | 28.86%-11.8pp |
| Employer contribution / active EE | $1,751 | $3,705-52.7% | $4,859-64.0% | $2,589-32.4% |
| Participant deferral / active EE | $3,061 | $7,093-56.8% | $7,760-60.5% | $4,291-28.6% |
| Admin fee / account holder | $8 | $1,267-99.4% | $10,767-99.9% | $1,588-99.5% |