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 | $19,513 | $48,078-59.4% | $78,676-75.2% | $62,881-69.0% |
| Participation rate | 58.8% | 65.2%-6.4pp | 73.6%-14.7pp | 69.3%-10.5pp |
| Annual return | 7.35% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,413 | $2,587-45.4% | $3,517-59.8% | $3,203-55.9% |
| Admin fee / account holder | $248 | $3,206-92.3% | $4,510-94.5% | $4,296-94.2% |