Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,525 | $115,903-86.6% | $100,528-84.6% | $158,966-90.2% |
| Participation rate | 21.4% | 81.6%-60.2pp | 79.4%-58.0pp | 82.0%-60.5pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $711 | $4,105-82.7% | $3,419-79.2% | $4,762-85.1% |
| Participant deferral / active EE | $1,064 | $6,677-84.1% | $6,271-83.0% | $5,983-82.2% |
| Admin fee / account holder | $5 | $11,000-100.0% | $8,084-99.9% | $11,250-100.0% |