Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,836 | $71,215-67.9% | $93,696-75.6% | $80,935-71.8% |
| Participation rate | 11.1% | 60.4%-49.3pp | 68.7%-57.6pp | 67.7%-56.6pp |
| Annual return | 31.07% | 11.27%+19.8pp | 133.74%-102.7pp | 35.66%-4.6pp |
| Employer contribution / active EE | $531 | $1,565-66.1% | $2,422-78.1% | $2,757-80.7% |
| Participant deferral / active EE | $847 | $4,037-79.0% | $4,417-80.8% | $4,299-80.3% |
| Admin fee / account holder | $16 | $6,958-99.8% | $8,287-99.8% | $6,924-99.8% |