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 | $18,413 | $96,643-80.9% | $86,617-78.7% | $139,456-86.8% |
| Participation rate | 45.5% | 74.4%-29.0pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 15.38% | 106.57%-91.2pp | 591.91%-576.5pp | 373.45%-358.1pp |
| Employer contribution / active EE | $593 | $3,264-81.8% | $3,023-80.4% | $4,753-87.5% |
| Participant deferral / active EE | $827 | $4,835-82.9% | $4,437-81.4% | $6,711-87.7% |
| Admin fee / account holder | $55 | $6,406-99.1% | $5,613-99.0% | $11,407-99.5% |