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 | $107,968 | $89,370+20.8% | $141,197-23.5% | $72,976+48.0% |
| Participation rate | 7.4% | 75.1%-67.7pp | 82.5%-75.1pp | 69.5%-62.1pp |
| Annual return | 23.27% | 111.88%-88.6pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,057 | $5,419-80.5% | $6,710-84.3% | $3,608-70.7% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |