Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $106,795 | $183,539-41.8% | $155,556-31.3% | $145,897-26.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 19.79% | 61.31%-41.5pp | 64.84%-45.0pp | 552.29%-532.5pp |
| Employer contribution / active EE | $740 | $5,315-86.1% | $4,675-84.2% | $4,663-84.1% |
| Participant deferral / active EE | $3,873 | $6,467-40.1% | $5,631-31.2% | $6,689-42.1% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |