Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,911 | $51,638-59.5% | $129,406-83.8% | $80,959-74.2% |
| Participation rate | 21.6% | 56.9%-35.4pp | 69.6%-48.1pp | 67.7%-46.1pp |
| Annual return | 23.66% | 20.78%+2.9pp | 9468.18%-9444.5pp | 35.67%-12.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,540 | $2,670-42.3% | $4,167-63.0% | $4,300-64.2% |
| Admin fee / account holder | $115 | $4,313-97.3% | $7,689-98.5% | $6,925-98.3% |