Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,092 | $75,962-44.6% | $154,111-72.7% | $64,173-34.4% |
| Participation rate | 35.7% | 70.4%-34.7pp | 83.0%-47.3pp | 69.6%-33.9pp |
| Annual return | 5.84% | 30.32%-24.5pp | 735.18%-729.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $567 | $3,350-83.1% | $5,298-89.3% | $2,381-76.2% |
| Participant deferral / active EE | $662 | $3,175-79.1% | $5,081-87.0% | $3,470-80.9% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |