Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $41,859 | $201,344-79.2% | $184,243-77.3% | $145,877-71.3% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 57.38% | 29.01%+28.4pp | 28.82%+28.6pp | 551.28%-493.9pp |
| Employer contribution / active EE | $1,664 | $7,022-76.3% | $6,427-74.1% | $4,663-64.3% |
| Participant deferral / active EE | $2,861 | $9,807-70.8% | $9,132-68.7% | $6,691-57.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |