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 | $141,065 | $107,809+30.8% | $97,032+45.4% | $155,188-9.1% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 12.56% | 38.06%-25.5pp | 35.38%-22.8pp | 148.84%-136.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,693 | $5,129+11.0% | $4,672+21.9% | $6,531-12.8% |
| Admin fee / account holder | $212 | $10,717-98.0% | $9,418-97.7% | $14,480-98.5% |