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 | $161,069 | $138,114+16.6% | $125,391+28.5% | $134,545+19.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.33% | 750.88%-764.2pp | 572.41%-585.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $431 | $5,246-91.8% | $4,816-91.0% | $4,742-90.9% |
| Participant deferral / active EE | $2,766 | $7,801-64.5% | $7,448-62.9% | $6,401-56.8% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |