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 | $71,158 | $88,996-20.0% | $78,004-8.8% | $138,895-48.8% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.4%-39.4pp | 79.9%-49.9pp |
| Annual return | 16.91% | 28.03%-11.1pp | 31.07%-14.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $496 | $2,917-83.0% | $2,469-79.9% | $4,194-88.2% |
| Participant deferral / active EE | $1,125 | $4,724-76.2% | $4,092-72.5% | $6,396-82.4% |
| Admin fee / account holder | $80 | $8,807-99.1% | $7,578-99.0% | $12,562-99.4% |