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 | $82,130 | $132,634-38.1% | $115,768-29.1% | $137,256-40.2% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.4%-35.9pp | 80.0%-41.5pp |
| Annual return | 48.67% | 160.70%-112.0pp | 100.46%-51.8pp | 220.34%-171.7pp |
| Employer contribution / active EE | $977 | $3,360-70.9% | $2,940-66.8% | $4,156-76.5% |
| Participant deferral / active EE | $1,037 | $5,619-81.5% | $4,917-78.9% | $6,407-83.8% |
| Admin fee / account holder | $14 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |