Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,637 | $96,678-88.0% | $86,640-86.6% | $139,466-91.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 26.34% | 106.69%-80.3pp | 592.52%-566.2pp | 373.66%-347.3pp |
| Employer contribution / active EE | $2,137 | $3,265-34.6% | $3,024-29.4% | $4,754-55.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $53 | $6,410-99.2% | $5,616-99.1% | $11,409-99.5% |