Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,792 | $138,102-72.6% | $125,381-69.9% | $134,532-71.9% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 2227.37% | 750.73%+1476.6pp | 572.31%+1655.1pp | 418.27%+1809.1pp |
| Employer contribution / active EE | $1,064 | $5,245-79.7% | $4,815-77.9% | $4,741-77.6% |
| Participant deferral / active EE | $1,250 | $7,801-84.0% | $7,448-83.2% | $6,401-80.5% |
| Admin fee / account holder | $47 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |