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 | $77,078 | $60,139+28.2% | $90,461-14.8% | $79,856-3.5% |
| Participation rate | 65.8% | 65.0%+0.8pp | 72.7%-6.9pp | 69.6%-3.9pp |
| Annual return | 19.21% | 71.96%-52.7pp | 1294.76%-1275.6pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,496 | $2,939+87.0% | $3,964+38.6% | $3,741+46.9% |
| Admin fee / account holder | $1 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |