Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $226,121 | $117,895+91.8% | $102,460+120.7% | $145,897+55.0% |
| Participation rate | 9.1% | 78.6%-69.5pp | 76.5%-67.4pp | 80.3%-71.2pp |
| Annual return | 9.88% | 31.92%-22.0pp | 29.47%-19.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $358 | $3,619-90.1% | $3,025-88.2% | $4,663-92.3% |
| Participant deferral / active EE | $2,112 | $5,736-63.2% | $5,056-58.2% | $6,689-68.4% |
| Admin fee / account holder | $207 | $13,353-98.4% | $9,460-97.8% | $13,390-98.5% |