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 | $57,947 | $160,070-63.8% | $147,117-60.6% | $145,897-60.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 11.29% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,004 | $5,285-81.0% | $4,932-79.7% | $4,663-78.5% |
| Participant deferral / active EE | $4,789 | $8,419-43.1% | $8,065-40.6% | $6,689-28.4% |
| Admin fee / account holder | $141 | $15,035-99.1% | $12,993-98.9% | $13,390-98.9% |