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 | $130,635 | $202,345-35.4% | $172,755-24.4% | $152,885-14.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.25% | 1029.77%-1004.5pp | 802.94%-777.7pp | 345.39%-320.1pp |
| Employer contribution / active EE | $1,057 | $5,858-82.0% | $5,144-79.5% | $4,763-77.8% |
| Participant deferral / active EE | $9,353 | $5,948+57.2% | $5,198+79.9% | $5,851+59.9% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |