Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,710 | $56,484-72.2% | $169,452-90.7% | $64,173-75.5% |
| Participation rate | 31.3% | 64.5%-33.3pp | 77.8%-46.5pp | 69.6%-38.3pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $607 | $1,832-66.9% | $4,157-85.4% | $2,381-74.5% |
| Participant deferral / active EE | $1,006 | $3,448-70.8% | $5,277-80.9% | $3,470-71.0% |
| Admin fee / account holder | $15 | $4,174-99.6% | $9,110-99.8% | $4,887-99.7% |