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 | $31,931 | $139,948-77.2% | $121,663-73.8% | $154,746-79.4% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.5%-49.5pp | 80.7%-55.7pp |
| Annual return | 11.55% | 230.52%-219.0pp | 147.54%-136.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $80 | $5,629-98.6% | $4,887-98.4% | $6,730-98.8% |
| Admin fee / account holder | $288 | $17,321-98.3% | $14,289-98.0% | $14,365-98.0% |