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 | $30,105 | $59,834-49.7% | $79,576-62.2% | $68,495-56.0% |
| Participation rate | 29.3% | 61.1%-31.7pp | 69.5%-40.1pp | 67.9%-38.5pp |
| Annual return | -17.48% | -12.30%-5.2pp | 0.15%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $505 | $1,505-66.5% | $2,413-79.1% | $2,596-80.6% |
| Participant deferral / active EE | $1,020 | $3,024-66.3% | $3,985-74.4% | $4,028-74.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,834-100.0% | $5,403-100.0% |