Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,403 | $103,164-88.9% | $90,259-87.4% | $154,746-92.6% |
| Participation rate | 19.0% | 76.1%-57.0pp | 70.7%-51.7pp | 80.7%-61.7pp |
| Annual return | 18.04% | 19.25%-1.2pp | 18.88%-0.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $950 | $4,422-78.5% | $3,827-75.2% | $6,730-85.9% |
| Admin fee / account holder | $237 | $8,593-97.2% | $7,267-96.7% | $14,365-98.4% |