Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,942 | $227,597-89.9% | $189,575-87.9% | $167,536-86.3% |
| Participation rate | 58.3% | 82.5%-24.2pp | 78.4%-20.1pp | 82.1%-23.8pp |
| Annual return | 18.45% | 78.44%-60.0pp | 64.19%-45.7pp | 478.82%-460.4pp |
| Employer contribution / active EE | $477 | $5,316-91.0% | $4,412-89.2% | $4,839-90.2% |
| Participant deferral / active EE | $3,690 | $7,002-47.3% | $6,174-40.2% | $6,342-41.8% |
| Admin fee / account holder | $9 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |