Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,001 | $93,589-71.1% | $135,942-80.1% | $75,181-64.1% |
| Participation rate | 29.0% | 75.2%-46.2pp | 81.9%-52.9pp | 67.2%-38.2pp |
| Annual return | 30.42% | 30.90%-0.5pp | 68.28%-37.9pp | 160.69%-130.3pp |
| Employer contribution / active EE | $915 | $3,537-74.1% | $4,858-81.2% | $2,671-65.8% |
| Participant deferral / active EE | $2,175 | $6,405-66.0% | $7,759-72.0% | $4,126-47.3% |
| Admin fee / account holder | $0 | $6,977-100.0% | $10,764-100.0% | $5,650-100.0% |