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 | $79,695 | $56,197+41.8% | $67,652+17.8% | $59,633+33.6% |
| Participation rate | 57.6% | 71.5%-13.9pp | 75.7%-18.1pp | 68.7%-11.1pp |
| Annual return | 1.30% | 18508.10%-18506.8pp | 6625.40%-6624.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,510 | $2,844+23.4% | $3,560-1.4% | $3,192+10.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |