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 | $91,930 | $254,759-63.9% | $216,567-57.6% | $198,609-53.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 16.44% | 10.04%+6.4pp | 12.94%+3.5pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,655 | $6,948-76.2% | $6,191-73.3% | $6,977-76.3% |
| Admin fee / account holder | $20 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |