Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,431 | $103,000-77.3% | $90,300-74.1% | $152,885-84.7% |
| Participation rate | 9.5% | 75.9%-66.3pp | 73.3%-63.7pp | 82.5%-72.9pp |
| Annual return | 26.25% | 95.19%-68.9pp | 78.11%-51.9pp | 345.39%-319.1pp |
| Employer contribution / active EE | $358 | $3,138-88.6% | $2,854-87.5% | $4,763-92.5% |
| Participant deferral / active EE | $435 | $4,281-89.8% | $3,884-88.8% | $5,851-92.6% |
| Admin fee / account holder | $64 | $6,173-99.0% | $5,353-98.8% | $11,598-99.4% |