Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,930 | $174,379-74.2% | $152,093-70.5% | $138,895-67.7% |
| Participation rate | 38.9% | 81.6%-42.8pp | 77.8%-38.9pp | 79.9%-41.0pp |
| Annual return | 19.44% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $755 | $4,652-83.8% | $4,175-81.9% | $4,194-82.0% |
| Participant deferral / active EE | $3,151 | $6,159-48.8% | $5,451-42.2% | $6,396-50.7% |
| Admin fee / account holder | $287 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |