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 | $60,308 | $185,312-67.5% | $161,489-62.7% | $154,746-61.0% |
| Participation rate | 7.1% | 82.5%-75.3pp | 78.7%-71.6pp | 80.7%-73.6pp |
| Annual return | 15.55% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,361 | $4,769-71.5% | $4,268-68.1% | $4,379-68.9% |
| Participant deferral / active EE | $1,973 | $6,350-68.9% | $5,630-65.0% | $6,730-70.7% |
| Admin fee / account holder | $3 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |