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 | $199,488 | $100,262+99.0% | $81,370+145.2% | $145,897+36.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 17.05% | 34.52%-17.5pp | 24.85%-7.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $520 | $4,612-88.7% | $3,885-86.6% | $6,689-92.2% |
| Admin fee / account holder | $296 | $8,163-96.4% | $5,749-94.9% | $13,390-97.8% |