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 | $45,995 | $228,352-79.9% | $185,835-75.2% | $158,966-71.1% |
| Participation rate | 46.7% | 82.3%-35.6pp | 78.0%-31.4pp | 82.0%-35.3pp |
| Annual return | 12.48% | 40.81%-28.3pp | 35.96%-23.5pp | 302.95%-290.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,205 | $6,416-65.6% | $5,633-60.9% | $5,983-63.1% |
| Admin fee / account holder | $8 | $11,867-99.9% | $9,502-99.9% | $11,250-99.9% |