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 | $32,086 | $48,432-33.7% | $121,169-73.5% | $71,495-55.1% |
| Participation rate | 11.3% | 54.3%-43.0pp | 69.5%-58.2pp | 67.9%-56.6pp |
| Annual return | 17.64% | 23.28%-5.6pp | 986.71%-969.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,168-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $431 | $2,756-84.4% | $4,083-89.4% | $4,291-90.0% |
| Admin fee / account holder | $0 | $1,845-100.0% | $5,645-100.0% | $1,588-100.0% |