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 | $34,237 | $86,050-60.2% | $189,758-82.0% | $94,015-63.6% |
| Participation rate | 12.0% | 68.9%-56.9pp | 79.8%-67.8pp | 70.8%-58.8pp |
| Annual return | 16.36% | 17.77%-1.4pp | 52.62%-36.3pp | 17.84%-1.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $665 | $3,349-80.1% | $5,856-88.6% | $4,249-84.4% |
| Admin fee / account holder | $39 | $6,627-99.4% | $20,388-99.8% | $8,951-99.6% |