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 | $20,577 | $57,352-64.1% | $83,831-75.5% | $64,173-67.9% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -3.47% | 11.38%-14.9pp | 850.99%-854.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $785 | $2,546-69.2% | $3,631-78.4% | $2,381-67.0% |
| Participant deferral / active EE | $1,032 | $2,993-65.5% | $4,082-74.7% | $3,470-70.3% |
| Admin fee / account holder | $21 | $4,046-99.5% | $5,479-99.6% | $4,887-99.6% |