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 | $105,286 | $183,627-42.7% | $155,602-32.3% | $145,978-27.9% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 10.32% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $417 | $5,316-92.2% | $4,675-91.1% | $4,662-91.1% |
| Participant deferral / active EE | $4,551 | $6,466-29.6% | $5,629-19.1% | $6,690-32.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |