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 | $29,953 | $66,124-54.7% | $90,440-66.9% | $73,493-59.2% |
| Participation rate | 33.6% | 69.7%-36.0pp | 72.7%-39.1pp | 70.7%-37.1pp |
| Annual return | 16.32% | 17.65%-1.3pp | 1294.38%-1278.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $514 | $2,346-78.1% | $3,263-84.2% | $2,270-77.4% |
| Participant deferral / active EE | $686 | $3,039-77.4% | $3,964-82.7% | $3,740-81.7% |
| Admin fee / account holder | $11 | $396-97.2% | $5,615-99.8% | $513-97.8% |