Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,432 | $80,332-41.0% | $107,187-55.7% | $64,097-26.0% |
| Participation rate | 21.6% | 54.4%-32.8pp | 75.0%-53.5pp | 55.2%-33.6pp |
| Annual return | 16.55% | 24.26%-7.7pp | 204.55%-188.0pp | 34.64%-18.1pp |
| Employer contribution / active EE | $822 | $2,501-67.1% | $3,782-78.3% | $1,891-56.5% |
| Participant deferral / active EE | $1,080 | $3,109-65.3% | $5,096-78.8% | $3,080-64.9% |
| Admin fee / account holder | $255 | $4,314-94.1% | $9,162-97.2% | $3,454-92.6% |