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 | $14,046 | $77,638-81.9% | $156,551-91.0% | $62,881-77.7% |
| Participation rate | 35.5% | 71.2%-35.7pp | 84.0%-48.5pp | 69.3%-33.8pp |
| Annual return | 5.10% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,212 | $3,046-60.2% | $4,871-75.1% | $3,203-62.2% |
| Admin fee / account holder | $175 | $5,561-96.9% | $13,028-98.7% | $4,296-95.9% |