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 | $104,647 | $115,225-9.2% | $100,712+3.9% | $138,895-24.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 36.98% | 40.35%-3.4pp | 33.27%+3.7pp | 145.39%-108.4pp |
| Employer contribution / active EE | $667 | $2,771-75.9% | $2,313-71.2% | $4,194-84.1% |
| Participant deferral / active EE | $788 | $4,699-83.2% | $4,085-80.7% | $6,396-87.7% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |