Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,735 | $108,882-92.0% | $96,754-91.0% | $154,746-94.4% |
| Participation rate | 10.5% | 75.1%-64.6pp | 70.3%-59.7pp | 80.7%-70.2pp |
| Annual return | 10.95% | 98.39%-87.4pp | 82.04%-71.1pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $292 | $5,323-94.5% | $4,758-93.9% | $6,730-95.7% |
| Admin fee / account holder | $32 | $10,200-99.7% | $8,905-99.6% | $14,365-99.8% |