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 | $51,264 | $50,958+0.6% | $74,552-31.2% | $64,181-20.1% |
| Participation rate | 15.6% | 61.1%-45.4pp | 69.1%-53.5pp | 69.6%-53.9pp |
| Annual return | -6.23% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $226 | $1,115-79.7% | $1,961-88.5% | $2,381-90.5% |
| Participant deferral / active EE | $298 | $2,301-87.1% | $3,108-90.4% | $3,470-91.4% |
| Admin fee / account holder | $21 | $4,223-99.5% | $5,060-99.6% | $4,887-99.6% |