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 | $84,904 | $239,571-64.6% | $183,328-53.7% | $137,256-38.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 80.0%-20.0pp |
| Annual return | 17.37% | 35.69%-18.3pp | 29.67%-12.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,080 | $6,148-66.2% | $5,055-58.9% | $4,156-50.0% |
| Participant deferral / active EE | $2,120 | $7,995-73.5% | $6,795-68.8% | $6,407-66.9% |
| Admin fee / account holder | $20 | $30,059-99.9% | $21,427-99.9% | $12,270-99.8% |