Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,315 | $134,817-76.0% | $123,973-73.9% | $155,188-79.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 20.38% | 515.49%-495.1pp | 388.13%-367.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,215 | $4,425-72.5% | $4,126-70.5% | $4,248-71.4% |
| Participant deferral / active EE | $1,408 | $5,706-75.3% | $5,247-73.2% | $6,531-78.4% |
| Admin fee / account holder | $17 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |