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 | $30,890 | $100,938-69.4% | $90,461-65.9% | $158,982-80.6% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 61.83% | 1727.20%-1665.4pp | 1294.76%-1232.9pp | 302.99%-241.2pp |
| Employer contribution / active EE | $453 | $3,691-87.7% | $3,264-86.1% | $4,763-90.5% |
| Participant deferral / active EE | $516 | $4,350-88.1% | $3,964-87.0% | $5,983-91.4% |
| Admin fee / account holder | $256 | $6,510-96.1% | $5,617-95.4% | $11,252-97.7% |