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 | $18,151 | $125,778-85.6% | $114,563-84.2% | $154,746-88.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.9%-47.9pp | 80.7%-55.7pp |
| Annual return | 23.05% | 295.14%-272.1pp | 241.09%-218.0pp | 172.34%-149.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,365 | $4,445-69.3% | $4,142-67.0% | $6,730-79.7% |
| Admin fee / account holder | $78 | $8,190-99.0% | $7,623-99.0% | $14,365-99.5% |