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 | $50,261 | $175,259-71.3% | $149,723-66.4% | $139,487-64.0% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 18.64% | 166.82%-148.2pp | 134.50%-115.9pp | 373.84%-355.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,369 | $6,522+13.0% | $5,682+29.7% | $6,713+9.8% |
| Admin fee / account holder | $107 | $16,158-99.3% | $13,215-99.2% | $11,407-99.1% |