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 | $12,468 | $108,882-88.5% | $96,754-87.1% | $154,746-91.9% |
| Participation rate | 61.9% | 75.1%-13.2pp | 70.3%-8.4pp | 80.7%-18.8pp |
| Annual return | 15.88% | 98.39%-82.5pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $741 | $3,018-75.5% | $2,679-72.4% | $4,379-83.1% |
| Participant deferral / active EE | $931 | $5,323-82.5% | $4,758-80.4% | $6,730-86.2% |
| Admin fee / account holder | $238 | $10,200-97.7% | $8,905-97.3% | $14,365-98.3% |