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 | $84,578 | $63,365+33.5% | $91,994-8.1% | $72,976+15.9% |
| Participation rate | 28.6% | 72.5%-43.9pp | 78.6%-50.1pp | 69.5%-40.9pp |
| Annual return | 28.97% | 35.35%-6.4pp | 69.04%-40.1pp | 81.02%-52.0pp |
| Employer contribution / active EE | $830 | $2,116-60.7% | $3,453-75.9% | $2,440-66.0% |
| Participant deferral / active EE | $1,918 | $4,883-60.7% | $5,924-67.6% | $3,608-46.8% |
| Admin fee / account holder | $1 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |