Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $173,948 | $178,174-2.4% | $156,181+11.4% | $137,256+26.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 20.07% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,015 | $4,972-79.6% | $4,294-76.4% | $4,156-75.6% |
| Participant deferral / active EE | $11,533 | $6,888+67.4% | $6,132+88.1% | $6,407+80.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |