Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,058 | $110,410-86.4% | $102,437-85.3% | $145,897-89.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 24.72% | 24.85%-0.1pp | 24.95%-0.2pp | 552.29%-527.6pp |
| Employer contribution / active EE | $1,790 | $4,217-57.6% | $3,871-53.8% | $4,663-61.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $117 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |