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 | $75,565 | $48,364+56.2% | $71,796+5.3% | $62,881+20.2% |
| Participation rate | 59.4% | 60.6%-1.2pp | 69.1%-9.7pp | 69.3%-9.9pp |
| Annual return | 7.74% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,550 | $2,091-25.9% | $2,794-44.5% | $3,203-51.6% |
| Admin fee / account holder | $42 | $3,771-98.9% | $4,815-99.1% | $4,296-99.0% |