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 | $115,013 | $59,834+92.2% | $79,576+44.5% | $68,495+67.9% |
| Participation rate | 6.3% | 61.1%-54.8pp | 69.5%-63.2pp | 67.9%-61.6pp |
| Annual return | -11.83% | -12.30%+0.5pp | 0.15%-12.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $264 | $1,505-82.5% | $2,413-89.1% | $2,596-89.8% |
| Participant deferral / active EE | $1,404 | $3,024-53.6% | $3,985-64.8% | $4,028-65.1% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,834-100.0% | $5,403-100.0% |