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 | $19,259 | $45,312-57.5% | $86,233-77.7% | $67,986-71.7% |
| Participation rate | 27.8% | 42.4%-14.6pp | 69.0%-41.2pp | 57.2%-29.4pp |
| Annual return | 15.43% | 24.79%-9.4pp | 61.39%-46.0pp | 31.67%-16.2pp |
| Employer contribution / active EE | $108 | $1,160-90.7% | $2,504-95.7% | $2,019-94.7% |
| Participant deferral / active EE | $573 | $2,185-73.8% | $4,559-87.4% | $3,358-82.9% |
| Admin fee / account holder | $174 | $3,295-94.7% | $8,342-97.9% | $3,203-94.6% |