Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,768 | $162,529-82.9% | $130,788-78.8% | $154,746-82.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 17.83% | 510.48%-492.6pp | 386.44%-368.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,125 | $4,808-55.8% | $4,137-48.6% | $6,730-68.4% |
| Admin fee / account holder | $149 | $7,669-98.1% | $6,673-97.8% | $14,365-99.0% |