Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,622 | $93,124-81.1% | $77,100-77.1% | $134,545-86.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.4pp | 81.2%-52.7pp |
| Annual return | -18.31% | 62.68%-81.0pp | 42.35%-60.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $385 | $3,421-88.8% | $2,815-86.3% | $4,742-91.9% |
| Participant deferral / active EE | $398 | $5,242-92.4% | $4,430-91.0% | $6,401-93.8% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |