Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,697 | $107,363-64.9% | $92,909-59.4% | $152,897-75.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 18.64% | 145.63%-127.0pp | 109.44%-90.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $865 | $4,222-79.5% | $3,653-76.3% | $4,764-81.8% |
| Participant deferral / active EE | $926 | $4,848-80.9% | $4,238-78.1% | $5,851-84.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |