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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,772 | $100,811-49.6% | $86,698-41.4% | $134,545-62.3% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | 6.63% | 29.11%-22.5pp | 35.96%-29.3pp | 418.37%-411.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,743 | $5,339-48.6% | $4,656-41.1% | $6,401-57.1% |
| Admin fee / account holder | $290 | $10,926-97.3% | $7,492-96.1% | $11,431-97.5% |