Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $153,829 | $51,222+200.3% | $70,544+118.1% | $75,173+104.6% |
| Participation rate | 3.2% | 61.0%-57.7pp | 68.4%-65.1pp | 67.2%-64.0pp |
| Annual return | 46.88% | 30.06%+16.8pp | 32.79%+14.1pp | 160.72%-113.8pp |
| Employer contribution / active EE | $1,639 | $1,827-10.3% | $2,976-44.9% | $2,671-38.6% |
| Participant deferral / active EE | $726 | $2,850-74.5% | $4,568-84.1% | $4,126-82.4% |
| Admin fee / account holder | $20 | $4,096-99.5% | $6,427-99.7% | $5,651-99.6% |