Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,710 | $175,259-86.5% | $149,723-84.2% | $139,487-83.0% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 16.79% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.0pp |
| Employer contribution / active EE | $826 | $5,478-84.9% | $4,821-82.9% | $4,755-82.6% |
| Participant deferral / active EE | $4,310 | $6,522-33.9% | $5,682-24.2% | $6,713-35.8% |
| Admin fee / account holder | $93 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |