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 | $1,643 | $76,785-97.9% | $56,441-97.1% | $145,959-98.9% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.8pp | 80.3%-22.0pp |
| Annual return | 14.92% | 3000.51%-2985.6pp | 1704.21%-1689.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $137 | $1,381-90.0% | $1,039-86.8% | $4,661-97.1% |
| Participant deferral / active EE | $156 | $2,624-94.1% | $1,953-92.0% | $6,689-97.7% |
| Admin fee / account holder | $16 | $3,334-99.5% | $2,829-99.4% | $13,398-99.9% |