Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,237 | $97,732-62.9% | $83,831-56.8% | $135,380-73.2% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | 906.68% | 1287.56%-380.9pp | 850.99%+55.7pp | 519.81%+386.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,766 | $4,683-19.6% | $4,082-7.7% | $5,609-32.9% |
| Admin fee / account holder | $120 | $6,675-98.2% | $5,479-97.8% | $10,828-98.9% |