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 | $66,377 | $210,510-68.5% | $153,500-56.8% | $145,877-54.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.05% | 13.45%-4.4pp | 15.70%-6.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,080 | $6,052-65.6% | $5,039-58.7% | $4,663-55.4% |
| Participant deferral / active EE | $2,120 | $7,974-73.4% | $6,756-68.6% | $6,691-68.3% |
| Admin fee / account holder | $20 | $19,455-99.9% | $12,736-99.8% | $13,402-99.9% |