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 | $41,811 | $210,698-80.2% | $178,014-76.5% | $145,959-71.4% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 13.89% | 386.27%-372.4pp | 294.80%-280.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $469 | $4,567-89.7% | $3,950-88.1% | $4,661-89.9% |
| Participant deferral / active EE | $2,771 | $6,958-60.2% | $6,276-55.8% | $6,689-58.6% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |