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 | $30,064 | $215,361-86.0% | $171,082-82.4% | $273,972-89.0% |
| Participation rate | 11.1% | 82.0%-70.9pp | 76.7%-65.6pp | 83.0%-71.9pp |
| Annual return | 9.84% | 25.14%-15.3pp | 32.56%-22.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $144 | $5,543-97.4% | $4,797-97.0% | $5,287-97.3% |
| Admin fee / account holder | $281 | $10,846-97.4% | $8,520-96.7% | $10,133-97.2% |