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 | $204,243 | $88,710+130.2% | $81,783+149.7% | $145,959+39.9% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | 11.88% | 1027.26%-1015.4pp | 775.05%-763.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $324 | $3,083-89.5% | $2,913-88.9% | $4,661-93.1% |
| Participant deferral / active EE | $3,389 | $4,645-27.0% | $4,320-21.6% | $6,689-49.3% |
| Admin fee / account holder | $45 | $8,407-99.5% | $7,380-99.4% | $13,398-99.7% |