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 | $10,573 | $92,766-88.6% | $82,763-87.2% | $134,545-92.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -19.29% | 946.97%-966.3pp | 702.45%-721.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $959 | $3,273-70.7% | $3,008-68.1% | $4,742-79.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $63 | $5,978-99.0% | $5,325-98.8% | $11,431-99.5% |