Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,933 | $58,391-2.5% | $76,657-25.7% | $72,975-22.0% |
| Participation rate | 11.3% | 67.4%-56.1pp | 72.1%-60.8pp | 69.5%-58.2pp |
| Annual return | 27.34% | 2306.65%-2279.3pp | 1166.74%-1139.4pp | 81.01%-53.7pp |
| Employer contribution / active EE | $302 | $1,787-83.1% | $2,303-86.9% | $2,440-87.6% |
| Participant deferral / active EE | $1,231 | $2,690-54.2% | $3,335-63.1% | $3,608-65.9% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |