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 | $90,956 | $111,535-18.5% | $105,223-13.6% | $137,256-33.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 27.29% | 237.85%-210.6pp | 180.65%-153.4pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,125 | $3,939-71.4% | $3,689-69.5% | $4,156-72.9% |
| Participant deferral / active EE | $1,125 | $5,500-79.5% | $5,072-77.8% | $6,407-82.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |