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 | $29,821 | $49,249-39.4% | $70,476-57.7% | $79,852-62.7% |
| Participation rate | 42.2% | 69.2%-26.9pp | 75.1%-32.8pp | 69.6%-27.4pp |
| Annual return | 6.28% | 30.09%-23.8pp | 109.12%-102.8pp | 31.72%-25.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $674 | $2,769-75.7% | $3,710-81.8% | $3,740-82.0% |
| Admin fee / account holder | $18 | $2,878-99.4% | $3,847-99.5% | $5,306-99.7% |