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 | $34,336 | $70,366-51.2% | $66,674-48.5% | $138,895-75.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 13.81% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,060 | $4,374-75.8% | $4,084-74.0% | $6,396-83.4% |
| Admin fee / account holder | $30 | $5,262-99.4% | $5,098-99.4% | $12,562-99.8% |