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 | $42,531 | $85,766-50.4% | $136,298-68.8% | $70,126-39.4% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 8675.71% | 31.46%+8644.3pp | 5156.27%+3519.4pp | 73.15%+8602.6pp |
| Employer contribution / active EE | $996 | $2,966-66.4% | $4,696-78.8% | $2,343-57.5% |
| Participant deferral / active EE | $1,765 | $5,051-65.0% | $6,247-71.7% | $3,332-47.0% |
| Admin fee / account holder | $72 | $5,421-98.7% | $9,244-99.2% | $4,645-98.5% |