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 | $34,116 | $180,462-81.1% | $154,111-77.9% | $135,379-74.8% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -2.16% | 888.17%-890.3pp | 735.18%-737.3pp | 519.79%-522.0pp |
| Employer contribution / active EE | $828 | $6,036-86.3% | $5,298-84.4% | $4,779-82.7% |
| Participant deferral / active EE | $2,667 | $5,806-54.1% | $5,081-47.5% | $5,609-52.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |