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 | $21,563 | $77,908-72.3% | $149,696-85.6% | $75,173-71.3% |
| Participation rate | 55.2% | 65.6%-10.4pp | 78.8%-23.6pp | 67.2%-12.0pp |
| Annual return | 20.36% | 31.73%-11.4pp | 134.46%-114.1pp | 160.72%-140.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $672 | $3,411-80.3% | $5,682-88.2% | $4,126-83.7% |
| Admin fee / account holder | $11 | $5,950-99.8% | $13,212-99.9% | $5,651-99.8% |