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 | $19,653 | $183,592-89.3% | $155,574-87.4% | $145,877-86.5% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 26.89% | 61.37%-34.5pp | 64.87%-38.0pp | 551.28%-524.4pp |
| Employer contribution / active EE | $302 | $5,317-94.3% | $4,676-93.5% | $4,663-93.5% |
| Participant deferral / active EE | $1,988 | $6,466-69.3% | $5,629-64.7% | $6,691-70.3% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |