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 | $38,066 | $72,492-47.5% | $87,104-56.3% | $72,975-47.8% |
| Participation rate | 36.6% | 72.8%-36.2pp | 76.9%-40.3pp | 69.5%-32.9pp |
| Annual return | 21.50% | 24.46%-3.0pp | 28.19%-6.7pp | 81.01%-59.5pp |
| Employer contribution / active EE | $463 | $1,894-75.5% | $2,521-81.6% | $2,440-81.0% |
| Participant deferral / active EE | $1,199 | $3,270-63.3% | $4,048-70.4% | $3,608-66.8% |
| Admin fee / account holder | $64 | $5,055-98.7% | $7,491-99.1% | $5,124-98.8% |