Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $37,033 | $106,864-65.3% | $147,318-74.9% | $82,637-55.2% |
| Participation rate | 25.8% | 75.5%-49.7pp | 82.1%-56.3pp | 68.1%-42.2pp |
| Annual return | 27.32% | 27.49%-0.2pp | 70.43%-43.1pp | 53.51%-26.2pp |
| Employer contribution / active EE | $1,297 | $3,417-62.0% | $4,593-71.8% | $2,552-49.2% |
| Participant deferral / active EE | $2,128 | $6,496-67.2% | $7,906-73.1% | $4,126-48.4% |
| Admin fee / account holder | $129 | $8,415-98.5% | $13,708-99.1% | $7,339-98.2% |