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 | $18,149 | $67,823-73.2% | $52,425-65.4% | $137,256-86.8% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 9.20% | 219.11%-209.9pp | 302.12%-292.9pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,600 | $2,288+13.6% | $1,790+45.2% | $6,407-59.4% |
| Admin fee / account holder | $163 | $2,844-94.3% | $2,495-93.5% | $12,270-98.7% |