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 | $40,576 | $65,566-38.1% | $86,235-52.9% | $75,177-46.0% |
| Participation rate | 61.0% | 60.5%+0.6pp | 69.0%-7.9pp | 67.2%-6.2pp |
| Annual return | 17.11% | 46.07%-29.0pp | 1170.03%-1152.9pp | 160.75%-143.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,790 | $3,023-7.7% | $3,987-30.0% | $4,126-32.4% |
| Admin fee / account holder | $194 | $5,470-96.4% | $6,856-97.2% | $5,651-96.6% |