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 | $14,561 | $45,082-67.7% | $69,464-79.0% | $72,975-80.0% |
| Participation rate | 14.3% | 68.5%-54.2pp | 74.6%-60.3pp | 69.5%-55.2pp |
| Annual return | 13.51% | 22.66%-9.2pp | 28.98%-15.5pp | 81.01%-67.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $285 | $2,604-89.1% | $3,536-91.9% | $3,608-92.1% |
| Admin fee / account holder | $38 | $3,057-98.8% | $3,840-99.0% | $5,124-99.3% |