Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,446 | $108,882-27.0% | $96,754-17.9% | $154,746-48.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 15.49% | 98.39%-82.9pp | 82.04%-66.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,031 | $5,323-43.1% | $4,758-36.3% | $6,730-55.0% |
| Admin fee / account holder | $94 | $10,200-99.1% | $8,905-98.9% | $14,365-99.3% |