Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $125,132 | $109,904+13.9% | $97,167+28.8% | $145,959-14.3% |
| Participation rate | 14.3% | 75.9%-61.7pp | 72.7%-58.4pp | 80.3%-66.0pp |
| Annual return | 25.62% | 243.43%-217.8pp | 75.27%-49.6pp | 561.95%-536.3pp |
| Employer contribution / active EE | $129 | $3,084-95.8% | $2,729-95.3% | $4,661-97.2% |
| Participant deferral / active EE | $2,143 | $4,676-54.2% | $4,264-49.7% | $6,689-68.0% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |