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 | $29,108 | $166,268-82.5% | $165,100-82.4% | $145,897-80.0% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 11.19% | 100.52%-89.3pp | 70.21%-59.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,122 | $5,284-78.8% | $4,348-74.2% | $4,663-75.9% |
| Participant deferral / active EE | $5,915 | $6,964-15.1% | $6,035-2.0% | $6,689-11.6% |
| Admin fee / account holder | $58 | $16,659-99.6% | $12,696-99.5% | $13,390-99.6% |