Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,681 | $160,070-75.8% | $147,117-73.7% | $145,897-73.5% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.2pp |
| Annual return | 16.18% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $271 | $5,285-94.9% | $4,932-94.5% | $4,663-94.2% |
| Participant deferral / active EE | $3,197 | $8,419-62.0% | $8,065-60.4% | $6,689-52.2% |
| Admin fee / account holder | $146 | $15,035-99.0% | $12,993-98.9% | $13,390-98.9% |