Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,534 | $117,777-46.9% | $71,778-12.9% | $134,545-53.5% |
| Participation rate | 16.7% | 68.9%-52.2pp | 62.3%-45.7pp | 81.2%-64.6pp |
| Annual return | -12.86% | 25.46%-38.3pp | 9.15%-22.0pp | 418.37%-431.2pp |
| Employer contribution / active EE | $361 | $2,525-85.7% | $1,704-78.8% | $4,742-92.4% |
| Participant deferral / active EE | $361 | $3,756-90.4% | $2,656-86.4% | $6,401-94.4% |
| Admin fee / account holder | $220 | $6,379-96.6% | $3,974-94.5% | $11,431-98.1% |