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 | $132,099-43.5% | $115,599-35.4% | $138,895-46.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.3%-14.3pp | 79.9%-19.9pp |
| Annual return | 14.52% | 176.76%-162.2pp | 111.10%-96.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $770 | $5,617-86.3% | $4,889-84.3% | $6,396-88.0% |
| Admin fee / account holder | $175 | $15,650-98.9% | $12,841-98.6% | $12,562-98.6% |