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 | $52,285 | $100,139-47.8% | $85,187-38.6% | $145,884-64.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 11.77% | 84.15%-72.4pp | 66.67%-54.9pp | 551.85%-540.1pp |
| Employer contribution / active EE | $750 | $3,238-76.8% | $2,732-72.6% | $4,662-83.9% |
| Participant deferral / active EE | $750 | $5,296-85.8% | $4,525-83.4% | $6,690-88.8% |
| Admin fee / account holder | $287 | $7,262-96.0% | $6,162-95.3% | $13,392-97.9% |