Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,446 | $138,078-75.8% | $125,363-73.3% | $134,509-75.1% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -16.92% | 750.49%-767.4pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,117 | $5,245-78.7% | $4,815-76.8% | $4,741-76.4% |
| Participant deferral / active EE | $2,457 | $7,800-68.5% | $7,447-67.0% | $6,400-61.6% |
| Admin fee / account holder | $43 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |