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 | $63,198 | $183,539-65.6% | $155,556-59.4% | $145,897-56.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.04% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $817 | $5,315-84.6% | $4,675-82.5% | $4,663-82.5% |
| Participant deferral / active EE | $2,974 | $6,467-54.0% | $5,631-47.2% | $6,689-55.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |