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 | $35,382 | $52,306-32.4% | $69,779-49.3% | $62,881-43.7% |
| Participation rate | 52.5% | 67.2%-14.7pp | 71.8%-19.3pp | 69.3%-16.8pp |
| Annual return | 9.91% | 13.35%-3.4pp | 12.99%-3.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,804 | $2,395-24.7% | $2,931-38.4% | $3,203-43.7% |
| Admin fee / account holder | $19 | $3,691-99.5% | $4,381-99.6% | $4,296-99.6% |