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 | $91,768 | $166,268-44.8% | $165,100-44.4% | $145,897-37.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.36% | 100.52%-88.2pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,536 | $5,284-70.9% | $4,348-64.7% | $4,663-67.1% |
| Participant deferral / active EE | $1,894 | $6,964-72.8% | $6,035-68.6% | $6,689-71.7% |
| Admin fee / account holder | $115 | $16,659-99.3% | $12,696-99.1% | $13,390-99.1% |