Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $91,589 | $29,733+208.0% | $56,025+63.5% | $80,959+13.1% |
| Participation rate | 2.4% | 41.7%-39.3pp | 52.5%-50.1pp | 67.7%-65.2pp |
| Annual return | 17.32% | 35.28%-18.0pp | 1712.69%-1695.4pp | 35.67%-18.3pp |
| Employer contribution / active EE | $69 | $672-89.7% | $1,042-93.4% | $2,757-97.5% |
| Participant deferral / active EE | $561 | $1,229-54.4% | $1,955-71.3% | $4,300-87.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |