Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $73,623 | $185,312-60.3% | $161,489-54.4% | $154,746-52.4% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.7%-42.3pp | 80.7%-44.3pp |
| Annual return | 30.76% | 103.84%-73.1pp | 89.72%-59.0pp | 172.34%-141.6pp |
| Employer contribution / active EE | $811 | $4,769-83.0% | $4,268-81.0% | $4,379-81.5% |
| Participant deferral / active EE | $8,167 | $6,350+28.6% | $5,630+45.1% | $6,730+21.3% |
| Admin fee / account holder | $30 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |