Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,771 | $96,731-70.3% | $123,973-76.8% | $86,983-66.9% |
| Participation rate | 23.7% | 70.0%-46.3pp | 76.7%-52.9pp | 69.5%-45.8pp |
| Annual return | 19.62% | 17.33%+2.3pp | 388.13%-368.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $938 | $4,152-77.4% | $5,247-82.1% | $4,194-77.6% |
| Admin fee / account holder | $223 | $8,722-97.4% | $11,799-98.1% | $7,856-97.2% |