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 | $196,883 | $97,881+101.1% | $80,004+146.1% | $125,389+57.0% |
| Participation rate | 10.0% | 77.9%-67.9pp | 73.0%-63.0pp | 83.2%-73.2pp |
| Annual return | 0.63% | 9.36%-8.7pp | 7.63%-7.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $100 | $3,128-96.8% | $2,473-96.0% | $4,866-97.9% |
| Participant deferral / active EE | $1,800 | $3,744-51.9% | $3,204-43.8% | $5,352-66.4% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |