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 | $19,740 | $96,691-79.6% | $86,656-77.2% | $139,487-85.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.85% | 106.87%-89.0pp | 593.09%-575.2pp | 373.84%-356.0pp |
| Employer contribution / active EE | $484 | $3,267-85.2% | $3,025-84.0% | $4,755-89.8% |
| Participant deferral / active EE | $829 | $4,838-82.9% | $4,439-81.3% | $6,713-87.7% |
| Admin fee / account holder | $226 | $6,414-96.5% | $5,619-96.0% | $11,407-98.0% |