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 | $229,111 | $198,457+15.4% | $170,435+34.4% | $147,586+55.2% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 22.45% | 257.30%-234.9pp | 205.94%-183.5pp | 578.59%-556.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $901 | $5,629-84.0% | $4,939-81.8% | $5,439-83.4% |
| Admin fee / account holder | $162 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |