Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,389 | $72,426-87.0% | $67,560-86.1% | $145,897-93.6% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 11.01% | 7226.78%-7215.8pp | 3533.50%-3522.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $605 | $3,074-80.3% | $2,737-77.9% | $4,663-87.0% |
| Participant deferral / active EE | $605 | $4,785-87.4% | $4,004-84.9% | $6,689-91.0% |
| Admin fee / account holder | $19 | $5,514-99.7% | $3,994-99.5% | $13,390-99.9% |