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 | $23,797 | $76,551-68.9% | $123,894-80.8% | $62,881-62.2% |
| Participation rate | 67.6% | 73.0%-5.4pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 6.33% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $78 | $2,882-97.3% | $4,617-98.3% | $2,281-96.6% |
| Participant deferral / active EE | $2,048 | $4,840-57.7% | $5,984-65.8% | $3,203-36.1% |
| Admin fee / account holder | $25 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |