Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,394 | $123,155-78.6% | $108,753-75.7% | $155,188-83.0% |
| Participation rate | 30.8% | 75.6%-44.9pp | 71.1%-40.3pp | 80.8%-50.0pp |
| Annual return | 19.25% | 44.73%-25.5pp | 37.47%-18.2pp | 148.84%-129.6pp |
| Employer contribution / active EE | $267 | $2,811-90.5% | $2,427-89.0% | $4,248-93.7% |
| Participant deferral / active EE | $2,519 | $4,623-45.5% | $4,115-38.8% | $6,531-61.4% |
| Admin fee / account holder | $164 | $12,126-98.6% | $10,320-98.4% | $14,480-98.9% |