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 | $46,994 | $99,668-52.8% | $86,451-45.6% | $134,545-65.1% |
| Participation rate | 56.5% | 82.1%-25.5pp | 80.3%-23.8pp | 81.2%-24.7pp |
| Annual return | -18.50% | 6789.61%-6808.1pp | 4398.51%-4417.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,018 | $7,249-72.2% | $6,953-71.0% | $6,401-68.5% |
| Admin fee / account holder | $152 | $8,377-98.2% | $6,734-97.7% | $11,431-98.7% |