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 | $22,295 | $35,183-36.6% | $73,550-69.7% | $70,126-68.2% |
| Participation rate | 60.7% | 42.9%+17.8pp | 54.9%+5.8pp | 69.5%-8.8pp |
| Annual return | 13.16% | 26.90%-13.7pp | -15.16%+28.3pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,260 | $1,220+3.3% | $1,804-30.2% | $3,332-62.2% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |