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 | $29,643 | $112,112-73.6% | $95,956-69.1% | $158,950-81.4% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 89.43% | 171.15%-81.7pp | 91.63%-2.2pp | 302.91%-213.5pp |
| Employer contribution / active EE | $79 | $3,199-97.5% | $2,541-96.9% | $4,762-98.3% |
| Participant deferral / active EE | $7,417 | $4,784+55.0% | $4,167+78.0% | $5,983+24.0% |
| Admin fee / account holder | $151 | $10,134-98.5% | $6,797-97.8% | $11,248-98.7% |