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 | $49,679 | $52,911-6.1% | $73,309-32.2% | $59,633-16.7% |
| Participation rate | 48.9% | 68.2%-19.3pp | 74.9%-26.0pp | 68.7%-19.8pp |
| Annual return | 23.04% | 12.20%+10.8pp | 5.67%+17.4pp | 2041.45%-2018.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,311 | $4,069+55.1% | $4,991+26.5% | $3,192+97.7% |
| Admin fee / account holder | $187 | $3,835-95.1% | $5,635-96.7% | $4,297-95.6% |