Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,038 | $60,128-66.7% | $90,440-77.8% | $79,852-74.9% |
| Participation rate | 9.7% | 65.0%-55.3pp | 72.7%-63.0pp | 69.6%-60.0pp |
| Annual return | 24.08% | 71.95%-47.9pp | 1294.38%-1270.3pp | 31.72%-7.6pp |
| Employer contribution / active EE | $319 | $2,068-84.6% | $3,263-90.2% | $2,471-87.1% |
| Participant deferral / active EE | $391 | $2,939-86.7% | $3,964-90.1% | $3,740-89.5% |
| Admin fee / account holder | $58 | $3,977-98.6% | $5,615-99.0% | $5,306-98.9% |