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 | $74,466 | $157,829-52.8% | $136,867-45.6% | $198,609-62.5% |
| Participation rate | 54.5% | 77.2%-22.6pp | 74.5%-20.0pp | 82.4%-27.8pp |
| Annual return | 13.32% | 51.25%-37.9pp | 42.97%-29.7pp | 202.70%-189.4pp |
| Employer contribution / active EE | $6,453 | $3,923+64.5% | $3,547+81.9% | $5,055+27.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7 | $11,107-99.9% | $10,340-99.9% | $19,030-100.0% |