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 | $133,915 | $127,387+5.1% | $115,038+16.4% | $125,389+6.8% |
| Participation rate | 12.5% | 84.2%-71.7pp | 81.4%-68.9pp | 83.2%-70.7pp |
| Annual return | -3.04% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $663 | $5,166-87.2% | $4,608-85.6% | $4,866-86.4% |
| Participant deferral / active EE | $2,188 | $6,423-65.9% | $6,026-63.7% | $5,352-59.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |