Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $98,352 | $112,729-12.8% | $98,716-0.4% | $137,256-28.3% |
| Participation rate | 8.7% | 74.2%-65.5pp | 69.3%-60.6pp | 80.0%-71.3pp |
| Annual return | 19.50% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $363 | $2,725-86.7% | $2,279-84.1% | $4,156-91.3% |
| Participant deferral / active EE | $1,412 | $4,640-69.6% | $4,048-65.1% | $6,407-78.0% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |