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 | $73,614 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.09% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $987 | $4,804-79.5% | $4,554-78.3% | $4,156-76.2% |
| Participant deferral / active EE | $1,670 | $8,216-79.7% | $7,897-78.9% | $6,407-73.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |