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 | $74,816 | $153,311-51.2% | $109,313-31.6% | $273,972-72.7% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | 2.55% | 29.86%-27.3pp | 22.07%-19.5pp | 41.46%-38.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,500 | $3,932+167.0% | $3,166+231.6% | $5,287+98.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |