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 | $104,685 | $142,409-26.5% | $119,634-12.5% | $134,545-22.2% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -7.88% | -12.46%+4.6pp | -14.98%+7.1pp | 418.37%-426.2pp |
| Employer contribution / active EE | $1,294 | $5,224-75.2% | $4,232-69.4% | $4,742-72.7% |
| Participant deferral / active EE | $164 | $6,468-97.5% | $5,601-97.1% | $6,401-97.4% |
| Admin fee / account holder | $64 | $13,594-99.5% | $10,329-99.4% | $11,431-99.4% |