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 | $4,629 | $88,710-94.8% | $81,783-94.3% | $145,959-96.8% |
| Participation rate | 36.8% | 75.0%-38.2pp | 72.4%-35.5pp | 80.3%-43.4pp |
| Annual return | 14.88% | 1027.26%-1012.4pp | 775.05%-760.2pp | 561.95%-547.1pp |
| Employer contribution / active EE | $523 | $3,083-83.0% | $2,913-82.0% | $4,661-88.8% |
| Participant deferral / active EE | $523 | $4,645-88.7% | $4,320-87.9% | $6,689-92.2% |
| Admin fee / account holder | $223 | $8,407-97.3% | $7,380-97.0% | $13,398-98.3% |