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 | $87,558 | $166,131-47.3% | $164,975-46.9% | $145,877-40.0% |
| Participation rate | 29.4% | 82.0%-52.6pp | 78.6%-49.2pp | 80.3%-50.9pp |
| Annual return | 13.92% | 100.37%-86.5pp | 70.12%-56.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,926 | $6,962-58.0% | $6,033-51.5% | $6,691-56.3% |
| Admin fee / account holder | $7 | $16,648-100.0% | $12,688-99.9% | $13,402-99.9% |