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 | $72,860 | $52,279+39.4% | $89,435-18.5% | $79,856-8.8% |
| Participation rate | 24.2% | 57.5%-33.3pp | 68.0%-43.7pp | 69.6%-45.4pp |
| Annual return | 15.28% | 22.16%-6.9pp | 245.55%-230.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,205 | $2,740-19.5% | $3,890-43.3% | $3,741-41.1% |
| Admin fee / account holder | $155 | $3,356-95.4% | $4,884-96.8% | $5,306-97.1% |