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 | $80,516 | $129,737-37.9% | $119,126-32.4% | $154,746-48.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 10.99% | 379.08%-368.1pp | 282.11%-271.1pp | 172.34%-161.3pp |
| Employer contribution / active EE | $447 | $4,375-89.8% | $4,034-88.9% | $4,379-89.8% |
| Participant deferral / active EE | $3,023 | $5,842-48.3% | $5,318-43.2% | $6,730-55.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |