Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,907 | $102,422-62.0% | $147,117-73.6% | $80,959-51.9% |
| Participation rate | 32.0% | 75.9%-43.9pp | 82.2%-50.2pp | 67.7%-35.7pp |
| Annual return | 13.46% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $941 | $3,717-74.7% | $4,932-80.9% | $2,757-65.9% |
| Participant deferral / active EE | $1,968 | $6,652-70.4% | $8,065-75.6% | $4,300-54.2% |
| Admin fee / account holder | $181 | $7,953-97.7% | $12,993-98.6% | $6,925-97.4% |