Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,407 | $138,312-70.8% | $122,979-67.1% | $155,188-74.0% |
| Participation rate | 28.6% | 80.2%-51.6pp | 77.2%-48.6pp | 80.8%-52.2pp |
| Annual return | 21.87% | 22.06%-0.2pp | 20.12%+1.8pp | 148.84%-127.0pp |
| Employer contribution / active EE | $874 | $3,530-75.2% | $3,062-71.5% | $4,248-79.4% |
| Participant deferral / active EE | $1,268 | $5,592-77.3% | $5,003-74.7% | $6,531-80.6% |
| Admin fee / account holder | $270 | $15,089-98.2% | $12,864-97.9% | $14,480-98.1% |