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 | $45,959 | $77,472-40.7% | $100,415-54.2% | $80,959-43.2% |
| Participation rate | 22.2% | 76.9%-54.7pp | 81.5%-59.3pp | 67.7%-45.4pp |
| Annual return | 13.61% | 37.26%-23.7pp | 49.47%-35.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $476 | $2,800-83.0% | $3,943-87.9% | $2,757-82.7% |
| Participant deferral / active EE | $975 | $6,818-85.7% | $8,091-87.9% | $4,300-77.3% |
| Admin fee / account holder | $246 | $5,885-95.8% | $7,906-96.9% | $6,925-96.4% |