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 | $24,419 | $156,398-84.4% | $147,318-83.4% | $138,895-82.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 19.96% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,132 | $4,853-76.7% | $4,593-75.3% | $4,194-73.0% |
| Participant deferral / active EE | $1,334 | $8,237-83.8% | $7,906-83.1% | $6,396-79.1% |
| Admin fee / account holder | $49 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |