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 | $114,643 | $185,905-38.3% | $170,057-32.6% | $139,487-17.8% |
| Participation rate | 57.9% | 87.8%-29.9pp | 87.0%-29.1pp | 80.3%-22.4pp |
| Annual return | 18.49% | 60.56%-42.1pp | 53.42%-34.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,483 | $7,597-67.3% | $6,790-63.4% | $4,755-47.8% |
| Participant deferral / active EE | $2,080 | $11,627-82.1% | $10,411-80.0% | $6,713-69.0% |
| Admin fee / account holder | $122 | $15,397-99.2% | $12,826-99.0% | $11,407-98.9% |