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 | $84,710 | $166,089-49.0% | $164,928-48.6% | $145,978-42.0% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.6%-43.3pp | 80.3%-45.0pp |
| Annual return | 10.41% | 100.26%-89.8pp | 70.08%-59.7pp | 550.52%-540.1pp |
| Employer contribution / active EE | $921 | $5,276-82.5% | $4,343-78.8% | $4,662-80.2% |
| Participant deferral / active EE | $3,910 | $6,961-43.8% | $6,034-35.2% | $6,690-41.6% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |