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 | $11,540 | $43,344-73.4% | $59,899-80.7% | $64,173-82.0% |
| Participation rate | 56.5% | 69.2%-12.6pp | 74.7%-18.2pp | 69.6%-13.0pp |
| Annual return | 5.82% | -1.55%+7.4pp | 3.46%+2.4pp | 7.63%-1.8pp |
| Employer contribution / active EE | $1,339 | $2,030-34.0% | $2,723-50.8% | $2,381-43.7% |
| Participant deferral / active EE | $473 | $2,547-81.4% | $3,402-86.1% | $3,470-86.4% |
| Admin fee / account holder | $35 | $3,008-98.9% | $3,592-99.0% | $4,887-99.3% |