Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $238,829 | $176,105+35.6% | $159,474+49.8% | $167,536+42.6% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 28.66% | 331.91%-303.3pp | 263.68%-235.0pp | 478.82%-450.2pp |
| Employer contribution / active EE | $214 | $5,299-96.0% | $4,831-95.6% | $4,839-95.6% |
| Participant deferral / active EE | $4,875 | $7,751-37.1% | $7,353-33.7% | $6,342-23.1% |
| Admin fee / account holder | $120 | $12,559-99.0% | $10,802-98.9% | $12,315-99.0% |