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 | $66,950 | $112,729-40.6% | $98,716-32.2% | $137,256-51.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.3%-11.0pp | 80.0%-21.6pp |
| Annual return | 15.32% | 38.48%-23.2pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $230 | $2,725-91.6% | $2,279-89.9% | $4,156-94.5% |
| Participant deferral / active EE | $1,196 | $4,640-74.2% | $4,048-70.5% | $6,407-81.3% |
| Admin fee / account holder | $255 | $10,129-97.5% | $8,703-97.1% | $12,270-97.9% |