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 | $15,097 | $78,690-80.8% | $161,489-90.7% | $87,485-82.7% |
| Participation rate | 44.0% | 67.5%-23.5pp | 78.7%-34.7pp | 68.9%-24.9pp |
| Annual return | 21.56% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $658 | $2,588-74.6% | $4,268-84.6% | $2,596-74.6% |
| Participant deferral / active EE | $819 | $3,311-75.3% | $5,630-85.4% | $4,274-80.8% |
| Admin fee / account holder | $164 | $6,724-97.6% | $16,006-99.0% | $7,775-97.9% |