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 | $183,023 | $95,188+92.3% | $76,518+139.2% | $135,380+35.2% |
| Participation rate | 17.6% | 74.4%-56.7pp | 68.0%-50.4pp | 82.6%-65.0pp |
| Annual return | -6.14% | 4.85%-11.0pp | -0.27%-5.9pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,215 | $4,640-73.8% | $3,836-68.3% | $5,609-78.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |