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 | $53,785 | $176,794-69.6% | $146,647-63.3% | $167,553-67.9% |
| Participation rate | 41.7% | 83.6%-42.0pp | 80.1%-38.4pp | 82.1%-40.4pp |
| Annual return | 21.52% | 24.04%-2.5pp | 22.75%-1.2pp | 478.89%-457.4pp |
| Employer contribution / active EE | $790 | $5,161-84.7% | $4,137-80.9% | $4,840-83.7% |
| Participant deferral / active EE | $3,700 | $6,440-42.6% | $5,506-32.8% | $6,343-41.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |