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 | $16,550 | $103,038-83.9% | $90,324-81.7% | $152,909-89.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 22.03% | 95.25%-73.2pp | 78.15%-56.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,595 | $4,282-39.4% | $3,885-33.2% | $5,851-55.7% |
| Admin fee / account holder | $2 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |