Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,353 | $129,737-77.4% | $119,126-75.4% | $154,746-81.0% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 24.26% | 379.08%-354.8pp | 282.11%-257.8pp | 172.34%-148.1pp |
| Employer contribution / active EE | $1,106 | $4,375-74.7% | $4,034-72.6% | $4,379-74.7% |
| Participant deferral / active EE | $1,577 | $5,842-73.0% | $5,318-70.4% | $6,730-76.6% |
| Admin fee / account holder | $189 | $11,961-98.4% | $10,693-98.2% | $14,365-98.7% |