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 | $30,205 | $54,370-44.4% | $82,763-63.5% | $68,490-55.9% |
| Participation rate | 21.3% | 63.9%-42.7pp | 72.6%-51.3pp | 67.9%-46.6pp |
| Annual return | -13.04% | -13.67%+0.6pp | 702.45%-715.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $282 | $2,219-87.3% | $3,008-90.6% | $2,597-89.1% |
| Participant deferral / active EE | $310 | $3,247-90.5% | $4,395-93.0% | $4,028-92.3% |
| Admin fee / account holder | $192 | $4,398-95.6% | $5,325-96.4% | $5,403-96.4% |