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 | $67,757 | $110,629-38.8% | $80,784-16.1% | $167,553-59.6% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 14.57% | 120.58%-106.0pp | 87.31%-72.7pp | 478.89%-464.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $13,000 | $2,871+352.9% | $2,145+505.9% | $6,343+105.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |