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 | $199,109-12.6% | $173,730+0.1% | $154,746+12.4% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 20.07% | 20.02%0pp | 19.96%+0.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,015 | $5,311-80.9% | $4,577-77.8% | $4,379-76.8% |
| Participant deferral / active EE | $11,533 | $7,113+62.2% | $6,326+82.3% | $6,730+71.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |