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 | $15,304 | $58,311-73.8% | $81,882-81.3% | $80,959-81.1% |
| Participation rate | 17.5% | 63.5%-46.0pp | 72.4%-54.9pp | 67.7%-50.2pp |
| Annual return | 12.93% | 41.85%-28.9pp | 779.47%-766.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $143 | $3,287-95.6% | $4,323-96.7% | $4,300-96.7% |
| Admin fee / account holder | $164 | $4,752-96.6% | $7,360-97.8% | $6,925-97.6% |