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 | $36,305 | $35,183+3.2% | $73,550-50.6% | $70,126-48.2% |
| Participation rate | 4.7% | 42.9%-38.2pp | 54.9%-50.2pp | 69.5%-64.9pp |
| Annual return | 27.26% | 26.90%+0.4pp | -15.16%+42.4pp | 73.15%-45.9pp |
| Employer contribution / active EE | $99 | $709-86.1% | $1,219-91.9% | $2,343-95.8% |
| Participant deferral / active EE | $148 | $1,220-87.9% | $1,804-91.8% | $3,332-95.6% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |