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 | $76,407-80.2% | $150,298-90.0% | $82,448-81.7% |
| Participation rate | 44.0% | 66.4%-22.4pp | 77.8%-33.8pp | 68.1%-24.1pp |
| Annual return | 21.56% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $658 | $2,614-74.8% | $4,154-84.2% | $2,551-74.2% |
| Participant deferral / active EE | $819 | $3,214-74.5% | $5,453-85.0% | $4,139-80.2% |
| Admin fee / account holder | $164 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |