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 | $23,516 | $103,392-77.3% | $87,104-73.0% | $152,897-84.6% |
| Participation rate | 11.8% | 79.4%-67.6pp | 76.9%-65.1pp | 82.5%-70.7pp |
| Annual return | 18.23% | 28.10%-9.9pp | 28.19%-10.0pp | 345.43%-327.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19 | $4,778-99.6% | $4,048-99.5% | $5,851-99.7% |
| Admin fee / account holder | $35 | $12,194-99.7% | $7,491-99.5% | $11,599-99.7% |