Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $62,101 | $134,817-53.9% | $123,973-49.9% | $155,188-60.0% |
| Participation rate | 34.8% | 79.4%-44.6pp | 76.7%-41.9pp | 80.8%-46.0pp |
| Annual return | 15.23% | 515.49%-500.3pp | 388.13%-372.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $410 | $4,425-90.7% | $4,126-90.1% | $4,248-90.3% |
| Participant deferral / active EE | $2,320 | $5,706-59.3% | $5,247-55.8% | $6,531-64.5% |
| Admin fee / account holder | $28 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |