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 | $17,461 | $183,539-90.5% | $155,556-88.8% | $145,897-88.0% |
| Participation rate | 47.8% | 82.7%-34.9pp | 78.2%-30.4pp | 80.3%-32.5pp |
| Annual return | 14.82% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,027 | $5,315-80.7% | $4,675-78.0% | $4,663-78.0% |
| Participant deferral / active EE | $3,137 | $6,467-51.5% | $5,631-44.3% | $6,689-53.1% |
| Admin fee / account holder | $3 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |