Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,516 | $125,778-77.3% | $114,563-75.1% | $154,746-81.6% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.9%-50.7pp | 80.7%-58.5pp |
| Annual return | 19.42% | 295.14%-275.7pp | 241.09%-221.7pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,007 | $4,445-77.3% | $4,142-75.7% | $6,730-85.0% |
| Admin fee / account holder | $106 | $8,190-98.7% | $7,623-98.6% | $14,365-99.3% |