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 | $53,940 | $127,387-57.7% | $115,038-53.1% | $125,389-57.0% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -0.97% | 31.28%-32.3pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,244 | $6,423-18.3% | $6,026-13.0% | $5,352-2.0% |
| Admin fee / account holder | $55 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |