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 | $78,620 | $209,422-62.5% | $178,503-56.0% | $158,982-50.5% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 6.46% | 188.81%-182.3pp | 151.12%-144.7pp | 302.99%-296.5pp |
| Employer contribution / active EE | $2,404 | $5,707-57.9% | $5,011-52.0% | $4,763-49.5% |
| Participant deferral / active EE | $1,700 | $5,955-71.5% | $5,202-67.3% | $5,983-71.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |