Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,429 | $114,013-40.9% | $103,693-35.0% | $155,188-56.6% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.5pp | 80.8%-62.6pp |
| Annual return | 17.85% | 49.31%-31.5pp | 47.61%-29.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $66 | $3,131-97.9% | $2,920-97.8% | $4,248-98.5% |
| Participant deferral / active EE | $1,704 | $4,970-65.7% | $4,579-62.8% | $6,531-73.9% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |