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 | $31,335 | $81,262-61.4% | $155,602-79.9% | $80,911-61.3% |
| Participation rate | 10.8% | 66.2%-55.4pp | 78.2%-67.4pp | 67.6%-56.8pp |
| Annual return | 15.71% | 33.34%-17.6pp | 64.81%-49.1pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $665 | $3,451-80.7% | $5,629-88.2% | $4,297-84.5% |
| Admin fee / account holder | $25 | $7,992-99.7% | $15,923-99.8% | $6,935-99.6% |