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 | $48,388 | $111,878-56.7% | $93,727-48.4% | $145,897-66.8% |
| Participation rate | 38.9% | 74.2%-35.3pp | 68.7%-29.8pp | 80.3%-41.4pp |
| Annual return | 8.91% | 204.28%-195.4pp | 133.83%-124.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,649 | $4,920-46.2% | $4,417-40.0% | $6,689-60.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |