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 | $35,914 | $165,381-78.3% | $149,730-76.0% | $158,966-77.4% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 16.48% | 348.29%-331.8pp | 276.70%-260.2pp | 302.95%-286.5pp |
| Employer contribution / active EE | $911 | $5,104-82.1% | $4,645-80.4% | $4,762-80.9% |
| Participant deferral / active EE | $1,068 | $7,182-85.1% | $6,843-84.4% | $5,983-82.2% |
| Admin fee / account holder | $100 | $10,809-99.1% | $9,310-98.9% | $11,250-99.1% |