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 | $100,009 | $93,064+7.5% | $74,577+34.1% | $273,972-63.5% |
| Participation rate | 52.9% | 74.9%-22.0pp | 68.1%-15.2pp | 83.0%-30.1pp |
| Annual return | 5.07% | 26.18%-21.1pp | 20.47%-15.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,575 | $4,160-62.1% | $3,458-54.4% | $5,287-70.2% |
| Admin fee / account holder | $220 | $5,273-95.8% | $4,138-94.7% | $10,133-97.8% |