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 | $101,682 | $150,447-32.4% | $136,298-25.4% | $147,586-31.1% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 14.62% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $841 | $5,256-84.0% | $4,696-82.1% | $4,876-82.7% |
| Participant deferral / active EE | $2,411 | $6,631-63.6% | $6,247-61.4% | $5,439-55.7% |
| Admin fee / account holder | $36 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |