Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $75,725 | $110,379-31.4% | $102,412-26.1% | $145,884-48.1% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.3pp |
| Annual return | 13.72% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $127 | $4,216-97.0% | $3,870-96.7% | $4,662-97.3% |
| Participant deferral / active EE | $2,674 | $5,622-52.4% | $5,060-47.2% | $6,690-60.0% |
| Admin fee / account holder | $38 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |