Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,623 | $51,222-89.0% | $70,544-92.0% | $75,173-92.5% |
| Participation rate | 3.7% | 61.0%-57.3pp | 68.4%-64.6pp | 67.2%-63.5pp |
| Annual return | 21.56% | 30.06%-8.5pp | 32.79%-11.2pp | 160.72%-139.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $181 | $2,850-93.7% | $4,568-96.0% | $4,126-95.6% |
| Admin fee / account holder | $27 | $4,096-99.4% | $6,427-99.6% | $5,651-99.5% |