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 | $171,332 | $148,582+15.3% | $135,942+26.0% | $139,456+22.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.01% | 79.26%-59.2pp | 68.28%-48.3pp | 373.45%-353.4pp |
| Employer contribution / active EE | $1,350 | $5,245-74.3% | $4,858-72.2% | $4,753-71.6% |
| Participant deferral / active EE | $1,350 | $8,101-83.3% | $7,759-82.6% | $6,711-79.9% |
| Admin fee / account holder | $61 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |