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 | $37,721 | $108,882-65.4% | $96,754-61.0% | $154,746-75.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 16.42% | 98.39%-82.0pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $682 | $3,018-77.4% | $2,679-74.6% | $4,379-84.4% |
| Participant deferral / active EE | $1,014 | $5,323-80.9% | $4,758-78.7% | $6,730-84.9% |
| Admin fee / account holder | $178 | $10,200-98.3% | $8,905-98.0% | $14,365-98.8% |