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 | $7,074 | $35,183-79.9% | $73,550-90.4% | $70,126-89.9% |
| Participation rate | 11.1% | 42.9%-31.8pp | 54.9%-43.8pp | 69.5%-58.4pp |
| Annual return | 23.03% | 26.90%-3.9pp | -15.16%+38.2pp | 73.15%-50.1pp |
| Employer contribution / active EE | $98 | $709-86.2% | $1,219-92.0% | $2,343-95.8% |
| Participant deferral / active EE | $162 | $1,220-86.7% | $1,804-91.0% | $3,332-95.1% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |