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 | $33,530 | $100,901-66.8% | $75,501-55.6% | $147,586-77.3% |
| Participation rate | 63.6% | 77.1%-13.5pp | 72.4%-8.7pp | 82.8%-19.2pp |
| Annual return | 9.98% | 35.78%-25.8pp | 27.35%-17.4pp | 578.59%-568.6pp |
| Employer contribution / active EE | $144 | $3,253-95.6% | $2,352-93.9% | $4,876-97.1% |
| Participant deferral / active EE | $718 | $4,027-82.2% | $3,142-77.2% | $5,439-86.8% |
| Admin fee / account holder | $5 | $11,285-100.0% | $5,801-99.9% | $10,886-100.0% |