Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,783 | $65,423-78.9% | $98,477-86.0% | $85,856-83.9% |
| Participation rate | 19.6% | 65.0%-45.4pp | 73.3%-53.7pp | 69.3%-49.7pp |
| Annual return | 16.18% | 21.76%-5.6pp | 1493.59%-1477.4pp | 318.58%-302.4pp |
| Employer contribution / active EE | $253 | $2,168-88.3% | $2,961-91.5% | $2,565-90.2% |
| Participant deferral / active EE | $826 | $3,167-73.9% | $4,276-80.7% | $3,952-79.1% |
| Admin fee / account holder | $218 | $4,594-95.3% | $5,951-96.3% | $6,261-96.5% |