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 | $51,904 | $183,592-71.7% | $155,574-66.6% | $145,877-64.4% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 9.78% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $457 | $5,317-91.4% | $4,676-90.2% | $4,663-90.2% |
| Participant deferral / active EE | $3,062 | $6,466-52.6% | $5,629-45.6% | $6,691-54.2% |
| Admin fee / account holder | $263 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |