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 | $24,808 | $40,263-38.4% | $57,347-56.7% | $59,632-58.4% |
| Participation rate | 4.0% | 69.2%-65.2pp | 75.1%-71.1pp | 68.7%-64.7pp |
| Annual return | -0.99% | 27.50%-28.5pp | 24.40%-25.4pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $14 | $2,400-99.4% | $3,162-99.5% | $3,192-99.5% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |