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 | $181,062-2.4% | $158,223+11.7% | $155,188+13.9% |
| Participation rate | 26.7% | 82.7%-56.0pp | 79.2%-52.5pp | 80.8%-54.1pp |
| Annual return | 15.07% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $187 | $4,565-95.9% | $4,109-95.5% | $4,248-95.6% |
| Participant deferral / active EE | $6,175 | $6,134+0.7% | $5,467+12.9% | $6,531-5.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |