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 | $282,059-69.9% | $213,469-60.2% | $154,746-45.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 17.37% | 20.90%-3.5pp | 20.58%-3.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,080 | $6,189-66.4% | $4,994-58.3% | $4,379-52.5% |
| Participant deferral / active EE | $2,120 | $8,186-74.1% | $6,841-69.0% | $6,730-68.5% |
| Admin fee / account holder | $20 | $37,435-99.9% | $27,141-99.9% | $14,365-99.9% |