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 | $150,397 | $115,814+29.9% | $101,275+48.5% | $158,982-5.4% |
| Participation rate | 18.2% | 79.4%-61.2pp | 75.8%-57.6pp | 82.0%-63.8pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $266 | $4,176-93.6% | $3,660-92.7% | $4,763-94.4% |
| Participant deferral / active EE | $3,545 | $4,958-28.5% | $4,371-18.9% | $5,983-40.7% |
| Admin fee / account holder | $174 | $7,249-97.6% | $5,948-97.1% | $11,252-98.5% |