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 | $41,098 | $197,637-79.2% | $177,848-76.9% | $158,982-74.1% |
| Participation rate | 41.7% | 88.5%-46.9pp | 87.7%-46.1pp | 82.0%-40.3pp |
| Annual return | 18.10% | 58.77%-40.7pp | 48.33%-30.2pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,324 | $6,698-80.2% | $5,919-77.6% | $4,763-72.2% |
| Participant deferral / active EE | $3,107 | $8,405-63.0% | $7,714-59.7% | $5,983-48.1% |
| Admin fee / account holder | $140 | $15,406-99.1% | $12,431-98.9% | $11,252-98.8% |