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 | $119,282 | $159,934-25.4% | $147,005-18.9% | $145,959-18.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 10.70% | 98.24%-87.5pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $514 | $5,287-90.3% | $4,934-89.6% | $4,661-89.0% |
| Participant deferral / active EE | $2,743 | $8,427-67.5% | $8,070-66.0% | $6,689-59.0% |
| Admin fee / account holder | $59 | $15,053-99.6% | $13,006-99.5% | $13,398-99.6% |