Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,591 | $111,814-64.6% | $93,654-57.7% | $145,959-72.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 15.05% | 203.30%-188.2pp | 133.34%-118.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,708 | $3,092-44.8% | $2,421-29.5% | $4,661-63.4% |
| Participant deferral / active EE | $815 | $4,914-83.4% | $4,413-81.5% | $6,689-87.8% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |