Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,925 | $52,279-21.7% | $89,414-54.2% | $79,852-48.7% |
| Participation rate | 53.6% | 57.5%-4.0pp | 68.0%-14.4pp | 69.6%-16.1pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $470 | $1,572-70.1% | $2,586-81.8% | $2,471-81.0% |
| Participant deferral / active EE | $700 | $2,740-74.5% | $3,890-82.0% | $3,740-81.3% |
| Admin fee / account holder | $151 | $3,356-95.5% | $4,883-96.9% | $5,306-97.2% |