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 | $49,904 | $102,385-51.3% | $147,080-66.1% | $80,935-38.3% |
| Participation rate | 22.2% | 75.9%-53.6pp | 82.2%-60.0pp | 67.7%-45.4pp |
| Annual return | 17.64% | 135.09%-117.5pp | 420.17%-402.5pp | 35.66%-18.0pp |
| Employer contribution / active EE | $862 | $3,717-76.8% | $4,933-82.5% | $2,757-68.7% |
| Participant deferral / active EE | $2,664 | $6,651-59.9% | $8,066-67.0% | $4,299-38.0% |
| Admin fee / account holder | $28 | $7,951-99.6% | $12,989-99.8% | $6,924-99.6% |