Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $176,762 | $185,312-4.6% | $161,489+9.5% | $154,746+14.2% |
| Participation rate | 26.7% | 82.5%-55.8pp | 78.7%-52.0pp | 80.7%-54.0pp |
| Annual return | 15.07% | 103.84%-88.8pp | 89.72%-74.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $187 | $4,769-96.1% | $4,268-95.6% | $4,379-95.7% |
| Participant deferral / active EE | $6,175 | $6,350-2.8% | $5,630+9.7% | $6,730-8.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |