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 | $23,642 | $77,638-69.5% | $156,551-84.9% | $62,881-62.4% |
| Participation rate | 28.2% | 71.2%-43.0pp | 84.0%-55.8pp | 69.3%-41.1pp |
| Annual return | 6.98% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $476 | $3,046-84.4% | $4,871-90.2% | $3,203-85.1% |
| Admin fee / account holder | $31 | $5,561-99.4% | $13,028-99.8% | $4,296-99.3% |