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 | $38,568 | $135,639-71.6% | $110,241-65.0% | $135,382-71.5% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.8%-59.8pp | 82.6%-62.6pp |
| Annual return | -4.28% | 513.21%-517.5pp | 314.75%-319.0pp | 519.77%-524.0pp |
| Employer contribution / active EE | $1,206 | $4,907-75.4% | $3,827-68.5% | $4,779-74.8% |
| Participant deferral / active EE | $950 | $5,507-82.7% | $4,672-79.7% | $5,609-83.1% |
| Admin fee / account holder | $194 | $11,457-98.3% | $8,548-97.7% | $10,829-98.2% |