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 | $221,984 | $167,353+32.6% | $143,797+54.4% | $134,545+65.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -8.87% | 0.48%-9.3pp | -0.04%-8.8pp | 418.37%-427.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,135 | $6,447+26.2% | $5,638+44.3% | $6,401+27.1% |
| Admin fee / account holder | $17 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |