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 | $29,140 | $97,020-70.0% | $83,322-65.0% | $135,379-78.5% |
| Participation rate | 41.7% | 80.4%-38.7pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -7.76% | 12.31%-20.1pp | 10.64%-18.4pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,299 | $4,144-68.7% | $3,379-61.6% | $4,779-72.8% |
| Participant deferral / active EE | $1,459 | $5,964-75.5% | $5,565-73.8% | $5,609-74.0% |
| Admin fee / account holder | $88 | $8,426-99.0% | $7,540-98.8% | $10,828-99.2% |