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 | $72,822 | $152,612-52.3% | $125,192-41.8% | $152,897-52.4% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 14.67% | 54.85%-40.2pp | 43.79%-29.1pp | 345.43%-330.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $767 | $5,868-86.9% | $4,937-84.5% | $5,851-86.9% |
| Admin fee / account holder | $45 | $13,437-99.7% | $9,704-99.5% | $11,599-99.6% |