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 | $36,650 | $102,663-64.3% | $86,216-57.5% | $139,466-73.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 13.14% | 1924.52%-1911.4pp | 1169.42%-1156.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $8,262 | $3,035+172.3% | $2,382+246.9% | $4,754+73.8% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $276 | $8,663-96.8% | $6,853-96.0% | $11,409-97.6% |