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 | $28,045 | $165,399-83.0% | $149,745-81.3% | $158,982-82.4% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 23.60% | 348.34%-324.7pp | 276.72%-253.1pp | 302.99%-279.4pp |
| Employer contribution / active EE | $1,062 | $5,105-79.2% | $4,646-77.1% | $4,763-77.7% |
| Participant deferral / active EE | $2,123 | $7,183-70.4% | $6,843-69.0% | $5,983-64.5% |
| Admin fee / account holder | $101 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |