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 | $21,941 | $58,493-62.5% | $84,023-73.9% | $72,976-69.9% |
| Participation rate | 28.6% | 61.2%-32.7pp | 69.0%-40.4pp | 69.5%-40.9pp |
| Annual return | 22.08% | 28.93%-6.9pp | 71.32%-49.2pp | 81.02%-58.9pp |
| Employer contribution / active EE | $450 | $1,163-61.3% | $1,984-77.3% | $2,440-81.5% |
| Participant deferral / active EE | $696 | $2,394-70.9% | $3,239-78.5% | $3,608-80.7% |
| Admin fee / account holder | $222 | $4,569-95.1% | $6,102-96.4% | $5,124-95.7% |