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 | $166,608 | $87,059+91.4% | $105,608+57.8% | $80,925+105.9% |
| Participation rate | 22.5% | 70.4%-47.9pp | 75.3%-52.7pp | 67.7%-45.1pp |
| Annual return | 13.21% | 17.05%-3.8pp | 116.50%-103.3pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $796 | $3,986-80.0% | $5,010-84.1% | $4,299-81.5% |
| Admin fee / account holder | $219 | $8,443-97.4% | $11,028-98.0% | $6,940-96.8% |