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 | $34,274 | $106,001-67.7% | $92,235-62.8% | $147,585-76.8% |
| Participation rate | 18.2% | 80.4%-62.2pp | 76.5%-58.3pp | 82.8%-64.6pp |
| Annual return | 10.32% | 50.05%-39.7pp | 176.28%-166.0pp | 578.56%-568.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $607 | $4,478-86.4% | $3,897-84.4% | $5,439-88.8% |
| Admin fee / account holder | $261 | $6,332-95.9% | $5,194-95.0% | $10,885-97.6% |