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 | $46,924 | $52,353-10.4% | $120,225-61.0% | $82,448-43.1% |
| Participation rate | 23.1% | 58.3%-35.2pp | 69.6%-46.5pp | 68.1%-45.0pp |
| Annual return | 19.98% | 61.85%-41.9pp | 439.23%-419.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $178 | $1,510-88.2% | $3,475-94.9% | $2,551-93.0% |
| Participant deferral / active EE | $1,139 | $2,627-56.6% | $3,999-71.5% | $4,139-72.5% |
| Admin fee / account holder | $251 | $4,363-94.2% | $5,696-95.6% | $7,234-96.5% |