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 | $163,751 | $104,251+57.1% | $91,004+79.9% | $147,586+11.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 14.64% | 27.06%-12.4pp | 4.60%+10.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $400 | $3,116-87.2% | $2,456-83.7% | $4,876-91.8% |
| Participant deferral / active EE | $4,711 | $4,195+12.3% | $3,548+32.8% | $5,439-13.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |