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 | $35,121 | $99,345-64.6% | $84,753-58.6% | $273,972-87.2% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | 7.83% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $471 | $4,270-89.0% | $3,712-87.3% | $5,287-91.1% |
| Admin fee / account holder | $56 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |