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 | $43,099 | $85,171-49.4% | $172,753-75.1% | $72,976-40.9% |
| Participation rate | 31.4% | 70.1%-38.6pp | 82.6%-51.2pp | 69.5%-38.1pp |
| Annual return | 26.23% | 27.32%-1.1pp | 803.00%-776.8pp | 81.02%-54.8pp |
| Employer contribution / active EE | $326 | $3,324-90.2% | $5,144-93.7% | $2,440-86.6% |
| Participant deferral / active EE | $1,256 | $3,260-61.5% | $5,198-75.8% | $3,608-65.2% |
| Admin fee / account holder | $154 | $5,880-97.4% | $13,956-98.9% | $5,124-97.0% |