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 | $37,041 | $154,228-76.0% | $145,433-74.5% | $137,256-73.0% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 20.31% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $775 | $4,804-83.9% | $4,554-83.0% | $4,156-81.3% |
| Participant deferral / active EE | $4,338 | $8,216-47.2% | $7,897-45.1% | $6,407-32.3% |
| Admin fee / account holder | $35 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |