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 | $12,550 | $114,013-89.0% | $103,693-87.9% | $155,188-91.9% |
| Participation rate | 31.3% | 75.2%-43.9pp | 72.6%-41.4pp | 80.8%-49.6pp |
| Annual return | 13.36% | 49.31%-35.9pp | 47.61%-34.2pp | 148.84%-135.5pp |
| Employer contribution / active EE | $283 | $3,131-91.0% | $2,920-90.3% | $4,248-93.3% |
| Participant deferral / active EE | $602 | $4,970-87.9% | $4,579-86.9% | $6,531-90.8% |
| Admin fee / account holder | $157 | $8,407-98.1% | $7,858-98.0% | $14,480-98.9% |