Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,661 | $100,279-40.5% | $81,353-26.7% | $145,884-59.1% |
| Participation rate | 14.3% | 74.3%-60.0pp | 69.5%-55.3pp | 80.3%-66.0pp |
| Annual return | 27.63% | 34.49%-6.9pp | 24.82%+2.8pp | 551.85%-524.2pp |
| Employer contribution / active EE | $605 | $2,979-79.7% | $2,464-75.4% | $4,662-87.0% |
| Participant deferral / active EE | $756 | $4,611-83.6% | $3,885-80.5% | $6,690-88.7% |
| Admin fee / account holder | $45 | $8,206-99.5% | $5,766-99.2% | $13,392-99.7% |