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 | $42,054 | $89,370-52.9% | $141,197-70.2% | $72,976-42.4% |
| Participation rate | 28.0% | 75.1%-47.1pp | 82.5%-54.5pp | 69.5%-41.5pp |
| Annual return | 24.19% | 111.88%-87.7pp | 71.41%-47.2pp | 81.02%-56.8pp |
| Employer contribution / active EE | $811 | $3,115-74.0% | $4,736-82.9% | $2,440-66.8% |
| Participant deferral / active EE | $1,526 | $5,419-71.8% | $6,710-77.3% | $3,608-57.7% |
| Admin fee / account holder | $59 | $5,957-99.0% | $10,265-99.4% | $5,124-98.9% |