Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,709 | $70,366-70.6% | $66,674-68.9% | $138,895-85.1% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.7%-28.2pp | 79.9%-34.5pp |
| Annual return | 19.79% | 386.41%-366.6pp | 321.24%-301.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $288 | $2,765-89.6% | $2,620-89.0% | $4,194-93.1% |
| Participant deferral / active EE | $2,459 | $4,374-43.8% | $4,084-39.8% | $6,396-61.6% |
| Admin fee / account holder | $226 | $5,262-95.7% | $5,098-95.6% | $12,562-98.2% |