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 | $66,508 | $160,059-58.4% | $140,019-52.5% | $135,380-50.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 0.13% | 911.48%-911.3pp | 651.17%-651.0pp | 519.81%-519.7pp |
| Employer contribution / active EE | $11,127 | $6,420+73.3% | $5,605+98.5% | $4,779+132.8% |
| Participant deferral / active EE | $2,029 | $7,641-73.4% | $6,927-70.7% | $5,609-63.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |