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 | $73,617 | $101,950-27.8% | $125,529-41.4% | $86,983-15.4% |
| Participation rate | 17.4% | 70.2%-52.8pp | 74.7%-57.3pp | 69.5%-52.2pp |
| Annual return | 17.63% | 18.29%-0.7pp | 202.56%-184.9pp | 25.83%-8.2pp |
| Employer contribution / active EE | $407 | $2,358-82.7% | $3,058-86.7% | $2,584-84.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $156 | $12,791-98.8% | $16,298-99.0% | $7,856-98.0% |