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 | $28,616 | $77,896-63.3% | $134,172-78.7% | $82,448-65.3% |
| Participation rate | 31.9% | 62.8%-30.9pp | 72.5%-40.6pp | 68.1%-36.2pp |
| Annual return | 15.83% | 18.21%-2.4pp | 25.30%-9.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $602 | $2,159-72.1% | $3,420-82.4% | $2,551-76.4% |
| Participant deferral / active EE | $711 | $3,162-77.5% | $4,690-84.8% | $4,139-82.8% |
| Admin fee / account holder | $15 | $6,336-99.8% | $12,016-99.9% | $7,234-99.8% |