Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,268 | $80,674-26.5% | $119,126-50.2% | $64,340-7.9% |
| Participation rate | 55.3% | 55.2%+0.1pp | 75.8%-20.4pp | 55.2%+0.1pp |
| Annual return | 1314.94% | 26.86%+1288.1pp | 282.11%+1032.8pp | 24.14%+1290.8pp |
| Employer contribution / active EE | $612 | $2,564-76.1% | $4,034-84.8% | $1,862-67.1% |
| Participant deferral / active EE | $1,098 | $3,053-64.0% | $5,318-79.3% | $2,980-63.2% |
| Admin fee / account holder | $288 | $4,559-93.7% | $10,693-97.3% | $3,703-92.2% |