Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,560 | $36,948-49.8% | $73,658-74.8% | $87,485-78.8% |
| Participation rate | 1.5% | 46.8%-45.3pp | 57.0%-55.5pp | 68.9%-67.4pp |
| Annual return | 20.68% | 28.64%-8.0pp | 29.72%-9.0pp | 26.06%-5.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $70 | $1,379-94.9% | $2,062-96.6% | $4,274-98.4% |
| Admin fee / account holder | $67 | $2,531-97.4% | $3,357-98.0% | $7,775-99.1% |