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 | $59,782 | $185,905-67.8% | $170,057-64.8% | $139,487-57.1% |
| Participation rate | 64.3% | 87.8%-23.5pp | 87.0%-22.7pp | 80.3%-16.1pp |
| Annual return | 18.80% | 60.56%-41.8pp | 53.42%-34.6pp | 373.84%-355.0pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,422 | $11,627-79.2% | $10,411-76.7% | $6,713-63.9% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |