Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $48,286 | $106,588-54.7% | $94,215-48.7% | $155,188-68.9% |
| Participation rate | 16.7% | 74.3%-57.6pp | 70.0%-53.3pp | 80.8%-64.1pp |
| Annual return | 20.93% | 29.39%-8.5pp | 28.22%-7.3pp | 148.84%-127.9pp |
| Employer contribution / active EE | $667 | $3,080-78.3% | $2,675-75.1% | $4,248-84.3% |
| Participant deferral / active EE | $1,144 | $4,802-76.2% | $4,276-73.2% | $6,531-82.5% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |