Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,769 | $171,867-68.7% | $149,716-64.1% | $147,585-63.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 10.66% | 2113.36%-2102.7pp | 1501.67%-1491.0pp | 578.58%-567.9pp |
| Employer contribution / active EE | $703 | $6,275-88.8% | $5,444-87.1% | $4,876-85.6% |
| Participant deferral / active EE | $10,112 | $7,270+39.1% | $6,568+54.0% | $5,439+85.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |