Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,449 | $76,834-64.3% | $108,359-74.7% | $87,485-68.6% |
| Participation rate | 3.6% | 61.7%-58.1pp | 70.1%-66.5pp | 68.9%-65.3pp |
| Annual return | 29.14% | 19.09%+10.0pp | 36.89%-7.8pp | 26.06%+3.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $182 | $3,100-94.1% | $4,137-95.6% | $4,274-95.8% |
| Admin fee / account holder | $250 | $6,537-96.2% | $9,741-97.4% | $7,775-96.8% |