Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,575 | $29,733-71.2% | $56,025-84.7% | $80,959-89.4% |
| Participation rate | 6.7% | 41.7%-35.1pp | 52.5%-45.8pp | 67.7%-61.0pp |
| Annual return | 15.03% | 35.28%-20.3pp | 1712.69%-1697.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $49 | $1,229-96.0% | $1,955-97.5% | $4,300-98.9% |
| Admin fee / account holder | $28 | $2,434-98.9% | $2,828-99.0% | $6,925-99.6% |