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 | $15,900 | $93,064-82.9% | $74,577-78.7% | $273,972-94.2% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 3.04% | 26.18%-23.1pp | 20.47%-17.4pp | 41.46%-38.4pp |
| Employer contribution / active EE | $76 | $3,160-97.6% | $2,525-97.0% | $4,869-98.4% |
| Participant deferral / active EE | $76 | $4,160-98.2% | $3,458-97.8% | $5,287-98.6% |
| Admin fee / account holder | $175 | $5,273-96.7% | $4,138-95.8% | $10,133-98.3% |