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 | $215,231 | $62,715+243.2% | $104,299+106.4% | $66,949+221.5% |
| Participation rate | 15.3% | 59.6%-44.3pp | 73.3%-58.0pp | 69.8%-54.5pp |
| Annual return | -17.52% | -14.70%-2.8pp | 24.62%-42.1pp | 1.57%-19.1pp |
| Employer contribution / active EE | $452 | $1,976-77.1% | $3,373-86.6% | $2,545-82.2% |
| Participant deferral / active EE | $1,467 | $2,852-48.6% | $4,626-68.3% | $4,239-65.4% |
| Admin fee / account holder | $149 | $657-77.4% | $7,339-98.0% | $594-75.0% |