Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,535 | $95,415-79.5% | $185,851-89.5% | $85,851-77.2% |
| Participation rate | 17.9% | 68.8%-50.9pp | 81.7%-63.9pp | 69.3%-51.5pp |
| Annual return | 23.18% | 23.59%-0.4pp | 122.11%-98.9pp | 318.63%-295.5pp |
| Employer contribution / active EE | $86 | $3,314-97.4% | $5,168-98.3% | $2,565-96.6% |
| Participant deferral / active EE | $2,694 | $3,424-21.3% | $5,569-51.6% | $3,952-31.8% |
| Admin fee / account holder | $173 | $7,215-97.6% | $16,245-98.9% | $6,261-97.2% |