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 | $49,230 | $52,911-7.0% | $73,309-32.8% | $59,633-17.4% |
| Participation rate | 42.1% | 68.2%-26.1pp | 74.9%-32.8pp | 68.7%-26.6pp |
| Annual return | -1.89% | 12.20%-14.1pp | 5.67%-7.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,439 | $4,069+9.1% | $4,991-11.1% | $3,192+39.1% |
| Admin fee / account holder | $102 | $3,835-97.3% | $5,635-98.2% | $4,297-97.6% |