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 | $45,630 | $180,459-74.7% | $154,108-70.4% | $135,380-66.3% |
| Participation rate | 26.1% | 87.4%-61.3pp | 83.0%-56.9pp | 82.6%-56.6pp |
| Annual return | -7.37% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $327 | $6,035-94.6% | $5,298-93.8% | $4,779-93.2% |
| Participant deferral / active EE | $2,771 | $5,806-52.3% | $5,081-45.5% | $5,609-50.6% |
| Admin fee / account holder | $247 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |