Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,232 | $135,956-48.3% | $123,894-43.3% | $273,970-74.4% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 14.10% | 56.63%-42.5pp | 47.52%-33.4pp | 41.46%-27.4pp |
| Employer contribution / active EE | $620 | $5,170-88.0% | $4,617-86.6% | $4,869-87.3% |
| Participant deferral / active EE | $4,500 | $6,343-29.1% | $5,984-24.8% | $5,287-14.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |