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 | $22,149 | $173,526-87.2% | $136,072-83.7% | $145,884-84.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.36% | 1167.12%-1156.8pp | 580.46%-570.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,427 | $5,285-73.0% | $4,216-66.1% | $4,662-69.4% |
| Participant deferral / active EE | $2,121 | $8,711-75.7% | $7,028-69.8% | $6,690-68.3% |
| Admin fee / account holder | $163 | $9,665-98.3% | $6,718-97.6% | $13,392-98.8% |