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 | $63,989 | $30,732+108.2% | $59,496+7.6% | $59,633+7.3% |
| Participation rate | 32.0% | 43.2%-11.2pp | 54.6%-22.6pp | 68.7%-36.7pp |
| Annual return | -0.25% | 4.47%-4.7pp | 182.05%-182.3pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,093 | $1,183+76.9% | $1,829+14.4% | $3,192-34.4% |
| Admin fee / account holder | $12 | $2,136-99.4% | $2,232-99.5% | $4,297-99.7% |