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 | $11,871 | $76,519-84.5% | $56,025-78.8% | $145,897-91.9% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 16.96% | 3017.03%-3000.1pp | 1712.69%-1695.7pp | 552.29%-535.3pp |
| Employer contribution / active EE | $157 | $1,383-88.7% | $1,042-85.0% | $4,663-96.6% |
| Participant deferral / active EE | $186 | $2,624-92.9% | $1,955-90.5% | $6,689-97.2% |
| Admin fee / account holder | $6 | $3,331-99.8% | $2,828-99.8% | $13,390-100.0% |