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 | $28,887 | $118,875-75.7% | $96,572-70.1% | $167,553-82.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 15.66% | 50.50%-34.8pp | 37.79%-22.1pp | 478.89%-463.2pp |
| Employer contribution / active EE | $524 | $3,121-83.2% | $2,357-77.8% | $4,840-89.2% |
| Participant deferral / active EE | $652 | $4,617-85.9% | $3,850-83.1% | $6,343-89.7% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |