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 | $16,040 | $107,941-85.1% | $91,994-82.6% | $152,897-89.5% |
| Participation rate | 38.5% | 81.2%-42.7pp | 78.6%-40.2pp | 82.5%-44.0pp |
| Annual return | 26.44% | 89.28%-62.8pp | 69.04%-42.6pp | 345.43%-319.0pp |
| Employer contribution / active EE | $1,057 | $4,212-74.9% | $3,453-69.4% | $4,764-77.8% |
| Participant deferral / active EE | $1,392 | $6,366-78.1% | $5,924-76.5% | $5,851-76.2% |
| Admin fee / account holder | $57 | $10,521-99.5% | $7,744-99.3% | $11,599-99.5% |