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 | $22,693 | $117,846-80.7% | $102,434-77.8% | $145,884-84.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.89% | 31.90%-18.0pp | 29.46%-15.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,400 | $3,615-61.3% | $3,023-53.7% | $4,662-70.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $189 | $13,356-98.6% | $9,462-98.0% | $13,392-98.6% |