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 | $21,839 | $45,152-51.6% | $73,845-70.4% | $59,632-63.4% |
| Participation rate | 36.7% | 64.0%-27.4pp | 73.4%-36.8pp | 68.7%-32.0pp |
| Annual return | 1.06% | 27.40%-26.3pp | 2267.91%-2266.9pp | 2041.32%-2040.3pp |
| Employer contribution / active EE | $236 | $1,902-87.6% | $2,788-91.5% | $2,203-89.3% |
| Participant deferral / active EE | $525 | $2,574-79.6% | $3,583-85.3% | $3,192-83.6% |
| Admin fee / account holder | $88 | $3,516-97.5% | $4,881-98.2% | $4,297-98.0% |