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 | $27,723 | $48,053-42.3% | $84,637-67.2% | $72,976-62.0% |
| Participation rate | 52.0% | 57.6%-5.6pp | 68.2%-16.2pp | 69.5%-17.5pp |
| Annual return | 22.76% | 37.39%-14.6pp | 258.82%-236.1pp | 81.02%-58.3pp |
| Employer contribution / active EE | $163 | $1,602-89.8% | $2,653-93.8% | $2,440-93.3% |
| Participant deferral / active EE | $2,491 | $2,681-7.1% | $3,900-36.1% | $3,608-31.0% |
| Admin fee / account holder | $181 | $3,395-94.7% | $4,914-96.3% | $5,124-96.5% |