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 | $69,947 | $135,956-48.6% | $123,894-43.5% | $273,972-74.5% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 7.18% | 56.63%-49.5pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $772 | $5,170-85.1% | $4,617-83.3% | $4,869-84.1% |
| Participant deferral / active EE | $2,344 | $6,343-63.0% | $5,984-60.8% | $5,287-55.7% |
| Admin fee / account holder | $27 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |