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 | $117,829+91.9% | $102,423+120.8% | $145,877+55.0% |
| Participation rate | 9.1% | 78.6%-69.5pp | 76.5%-67.4pp | 80.3%-71.2pp |
| Annual return | 9.88% | 31.83%-22.0pp | 29.42%-19.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $358 | $3,615-90.1% | $3,023-88.2% | $4,663-92.3% |
| Participant deferral / active EE | $2,112 | $5,732-63.2% | $5,054-58.2% | $6,691-68.4% |
| Admin fee / account holder | $207 | $13,335-98.4% | $9,455-97.8% | $13,402-98.5% |