Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,804 | $102,595-84.6% | $94,057-83.2% | $154,746-89.8% |
| Participation rate | 14.3% | 76.0%-61.7pp | 73.3%-59.1pp | 80.7%-66.4pp |
| Annual return | 17.46% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $306 | $3,147-90.3% | $2,933-89.6% | $4,379-93.0% |
| Participant deferral / active EE | $1,923 | $5,118-62.4% | $4,709-59.2% | $6,730-71.4% |
| Admin fee / account holder | $166 | $7,736-97.8% | $7,244-97.7% | $14,365-98.8% |