Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $67,765 | $106,280-36.2% | $96,538-29.8% | $139,487-51.4% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 13.35% | 38.48%-25.1pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $513 | $4,107-87.5% | $3,740-86.3% | $4,755-89.2% |
| Participant deferral / active EE | $5,000 | $5,457-8.4% | $4,880+2.4% | $6,713-25.5% |
| Admin fee / account holder | $208 | $7,888-97.4% | $6,737-96.9% | $11,407-98.2% |