Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,818 | $185,312-89.8% | $161,489-88.3% | $154,746-87.8% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 14.12% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,451 | $4,769-27.6% | $4,268-19.1% | $4,379-21.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $164 | $18,654-99.1% | $16,006-99.0% | $14,365-98.9% |