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 | $33,241 | $157,276-78.9% | $141,177-76.5% | $152,885-78.3% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 21.02% | 64.33%-43.3pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $1,074 | $5,262-79.6% | $4,736-77.3% | $4,763-77.5% |
| Participant deferral / active EE | $1,701 | $7,110-76.1% | $6,710-74.6% | $5,851-70.9% |
| Admin fee / account holder | $193 | $12,123-98.4% | $10,263-98.1% | $11,598-98.3% |