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 | $92,037 | $107,733-14.6% | $92,985-1.0% | $154,746-40.5% |
| Participation rate | 33.3% | 74.6%-41.2pp | 69.5%-36.2pp | 80.7%-47.4pp |
| Annual return | 8.76% | 30.39%-21.6pp | 27.99%-19.2pp | 172.34%-163.6pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,200 | $5,053-76.3% | $4,377-72.6% | $6,730-82.2% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |