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 | $32,412 | $81,457-60.2% | $103,378-68.6% | $80,911-59.9% |
| Participation rate | 23.3% | 66.8%-43.5pp | 74.5%-51.2pp | 67.6%-44.3pp |
| Annual return | 12.40% | 25.58%-13.2pp | 24.91%-12.5pp | 35.63%-23.2pp |
| Employer contribution / active EE | $782 | $3,107-74.8% | $3,870-79.8% | $2,756-71.6% |
| Participant deferral / active EE | $1,691 | $3,871-56.3% | $5,058-66.6% | $4,297-60.6% |
| Admin fee / account holder | $2 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |