Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,826 | $165,399-82.6% | $149,745-80.8% | $158,982-81.9% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 20.77% | 348.34%-327.6pp | 276.72%-255.9pp | 302.99%-282.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,984 | $7,183-58.5% | $6,843-56.4% | $5,983-50.1% |
| Admin fee / account holder | $18 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |