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 | $66,388 | $56,197+18.1% | $67,652-1.9% | $59,633+11.3% |
| Participation rate | 28.2% | 71.5%-43.3pp | 75.7%-47.5pp | 68.7%-40.5pp |
| Annual return | 1.87% | 18508.10%-18506.2pp | 6625.40%-6623.5pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,593 | $2,844-44.0% | $3,560-55.3% | $3,192-50.1% |
| Admin fee / account holder | $25 | $3,958-99.4% | $4,821-99.5% | $4,297-99.4% |