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 | $28,088 | $115,796-75.7% | $101,264-72.3% | $158,950-82.3% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 19.82% | 56.15%-36.3pp | 46.48%-26.7pp | 302.91%-283.1pp |
| Employer contribution / active EE | $408 | $4,175-90.2% | $3,660-88.9% | $4,762-91.4% |
| Participant deferral / active EE | $3,018 | $4,958-39.1% | $4,370-30.9% | $5,983-49.5% |
| Admin fee / account holder | $6 | $7,247-99.9% | $5,947-99.9% | $11,248-100.0% |