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 | $22,521 | $183,539-87.7% | $155,556-85.5% | $145,897-84.6% |
| Participation rate | 47.1% | 82.7%-35.7pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 15.09% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,076 | $5,315-79.8% | $4,675-77.0% | $4,663-76.9% |
| Participant deferral / active EE | $1,211 | $6,467-81.3% | $5,631-78.5% | $6,689-81.9% |
| Admin fee / account holder | $281 | $19,275-98.5% | $15,885-98.2% | $13,390-97.9% |