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 | $55,117 | $165,399-66.7% | $149,745-63.2% | $158,982-65.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 25.87% | 348.34%-322.5pp | 276.72%-250.9pp | 302.99%-277.1pp |
| Employer contribution / active EE | $272 | $5,105-94.7% | $4,646-94.1% | $4,763-94.3% |
| Participant deferral / active EE | $5,447 | $7,183-24.2% | $6,843-20.4% | $5,983-9.0% |
| Admin fee / account holder | $128 | $10,811-98.8% | $9,312-98.6% | $11,252-98.9% |