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 | $12,953 | $76,407-83.0% | $150,298-91.4% | $82,448-84.3% |
| Participation rate | 30.4% | 66.4%-36.0pp | 77.8%-47.4pp | 68.1%-37.7pp |
| Annual return | 20.12% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $373 | $2,614-85.7% | $4,154-91.0% | $2,551-85.4% |
| Participant deferral / active EE | $643 | $3,214-80.0% | $5,453-88.2% | $4,139-84.5% |
| Admin fee / account holder | $51 | $6,352-99.2% | $14,116-99.6% | $7,234-99.3% |