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 | $23,685 | $93,117-74.6% | $77,096-69.3% | $134,532-82.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | 2.12% | 62.67%-60.5pp | 42.35%-40.2pp | 418.27%-416.1pp |
| Employer contribution / active EE | $815 | $3,420-76.2% | $2,814-71.0% | $4,741-82.8% |
| Participant deferral / active EE | $906 | $5,241-82.7% | $4,429-79.5% | $6,401-85.8% |
| Admin fee / account holder | $33 | $6,948-99.5% | $5,428-99.4% | $11,429-99.7% |