Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,494 | $209,336-67.3% | $197,124-65.3% | $137,256-50.1% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 16.14% | 48.09%-31.9pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,262 | $6,591-20.2% | $6,227-15.5% | $4,156+26.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $164 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |