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 | $163,439 | $160,028+2.1% | $147,080+11.1% | $145,884+12.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 20.82% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.0pp |
| Employer contribution / active EE | $992 | $5,286-81.2% | $4,933-79.9% | $4,662-78.7% |
| Participant deferral / active EE | $3,269 | $8,422-61.2% | $8,066-59.5% | $6,690-51.1% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |