Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $59,629 | $202,342-70.5% | $172,753-65.5% | $152,909-61.0% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 25.74% | 1029.88%-1004.1pp | 803.00%-777.3pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,236 | $5,857-78.9% | $5,144-76.0% | $4,764-74.1% |
| Participant deferral / active EE | $4,958 | $5,948-16.6% | $5,198-4.6% | $5,851-15.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |