Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,894 | $111,814-80.4% | $103,378-78.8% | $145,978-85.0% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 20.15% | 24.80%-4.6pp | 24.91%-4.8pp | 550.52%-530.4pp |
| Employer contribution / active EE | $811 | $4,215-80.8% | $3,870-79.0% | $4,662-82.6% |
| Participant deferral / active EE | $3,381 | $5,618-39.8% | $5,058-33.1% | $6,690-49.5% |
| Admin fee / account holder | $219 | $9,764-97.8% | $8,401-97.4% | $13,400-98.4% |