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 | $38,370 | $73,863-48.1% | $143,797-73.3% | $68,490-44.0% |
| Participation rate | 39.4% | 66.7%-27.3pp | 80.3%-40.9pp | 67.9%-28.5pp |
| Annual return | -14.30% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,195 | $3,185-62.5% | $4,952-75.9% | $2,597-54.0% |
| Participant deferral / active EE | $517 | $3,385-84.7% | $5,638-90.8% | $4,028-87.2% |
| Admin fee / account holder | $199 | $5,756-96.5% | $14,679-98.6% | $5,403-96.3% |