Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $91,883 | $162,967-43.6% | $135,792-32.3% | $138,895-33.8% |
| Participation rate | 15.0% | 78.3%-63.3pp | 72.6%-57.6pp | 79.9%-64.9pp |
| Annual return | 19.61% | 30.08%-10.5pp | 25.96%-6.3pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,513 | $5,640-73.2% | $4,759-68.2% | $6,396-76.3% |
| Admin fee / account holder | $20 | $15,306-99.9% | $12,266-99.8% | $12,562-99.8% |