Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $74,142 | $183,592-59.6% | $155,567-52.3% | $145,959-49.2% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 14.01% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $955 | $5,315-82.0% | $4,674-79.6% | $4,661-79.5% |
| Participant deferral / active EE | $4,506 | $6,464-30.3% | $5,628-19.9% | $6,689-32.6% |
| Admin fee / account holder | $232 | $19,318-98.8% | $15,916-98.5% | $13,398-98.3% |