Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,174 | $159,934-81.1% | $147,005-79.5% | $145,959-79.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.37% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,977 | $5,287-62.6% | $4,934-59.9% | $4,661-57.6% |
| Participant deferral / active EE | $2,464 | $8,427-70.8% | $8,070-69.5% | $6,689-63.2% |
| Admin fee / account holder | $185 | $15,053-98.8% | $13,006-98.6% | $13,398-98.6% |