Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $96,753 | $111,535-13.3% | $105,223-8.0% | $137,256-29.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 21.40% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $785 | $3,939-80.1% | $3,689-78.7% | $4,156-81.1% |
| Participant deferral / active EE | $7,985 | $5,500+45.2% | $5,072+57.4% | $6,407+24.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |