Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,127 | $45,438-11.7% | $80,004-49.8% | $59,633-32.7% |
| Participation rate | 11.5% | 63.7%-52.2pp | 73.0%-61.5pp | 68.7%-57.1pp |
| Annual return | -0.21% | 5.10%-5.3pp | 7.63%-7.8pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $206 | $1,236-83.3% | $2,473-91.7% | $2,203-90.6% |
| Participant deferral / active EE | $522 | $2,231-76.6% | $3,204-83.7% | $3,192-83.6% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |