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 | $74,674 | $139,948-46.6% | $121,663-38.6% | $154,746-51.7% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 14.52% | 230.52%-216.0pp | 147.54%-133.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $770 | $5,629-86.3% | $4,887-84.3% | $6,730-88.6% |
| Admin fee / account holder | $175 | $17,321-99.0% | $14,289-98.8% | $14,365-98.8% |