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 | $23,412 | $162,136-85.6% | $152,301-84.6% | $154,746-84.9% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 15.95% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,464 | $4,890-70.1% | $4,624-68.3% | $4,379-66.6% |
| Participant deferral / active EE | $1,515 | $8,341-81.8% | $8,004-81.1% | $6,730-77.5% |
| Admin fee / account holder | $44 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |