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 | $38,582 | $96,965-60.2% | $97,995-60.6% | $147,586-73.9% |
| Participation rate | 28.6% | 83.6%-55.1pp | 82.4%-53.8pp | 82.8%-54.3pp |
| Annual return | 20.32% | 24.11%-3.8pp | 23.94%-3.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $716 | $4,536-84.2% | $4,158-82.8% | $4,876-85.3% |
| Participant deferral / active EE | $2,501 | $5,081-50.8% | $5,097-50.9% | $5,439-54.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |