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 | $8,022 | $67,823-88.2% | $52,425-84.7% | $137,256-94.2% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 23.13% | 219.11%-196.0pp | 302.12%-279.0pp | 220.34%-197.2pp |
| Employer contribution / active EE | $139 | $1,163-88.1% | $914-84.8% | $4,156-96.7% |
| Participant deferral / active EE | $195 | $2,288-91.5% | $1,790-89.1% | $6,407-97.0% |
| Admin fee / account holder | $53 | $2,844-98.1% | $2,495-97.9% | $12,270-99.6% |