Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,581 | $103,008-71.3% | $90,304-67.2% | $152,897-80.7% |
| Participation rate | 52.6% | 75.9%-23.2pp | 73.3%-20.6pp | 82.5%-29.8pp |
| Annual return | 23.03% | 95.22%-72.2pp | 78.13%-55.1pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,276 | $4,281-70.2% | $3,885-67.2% | $5,851-78.2% |
| Admin fee / account holder | $177 | $6,175-97.1% | $5,354-96.7% | $11,599-98.5% |