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 | $71,746 | $227,399-68.4% | $189,758-62.2% | $198,609-63.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 18.16% | 61.03%-42.9pp | 52.62%-34.5pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,188 | $5,526-78.5% | $4,767-75.1% | $5,055-76.5% |
| Participant deferral / active EE | $5,794 | $6,837-15.3% | $5,856-1.1% | $6,977-17.0% |
| Admin fee / account holder | $106 | $25,162-99.6% | $20,388-99.5% | $19,030-99.4% |