Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,470 | $57,140-62.4% | $85,240-74.8% | $80,959-73.5% |
| Participation rate | 15.4% | 56.4%-41.0pp | 67.5%-52.1pp | 67.7%-52.3pp |
| Annual return | 19.38% | 21.71%-2.3pp | 66.75%-47.4pp | 35.67%-16.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,381 | $3,115-55.7% | $4,527-69.5% | $4,300-67.9% |
| Admin fee / account holder | $67 | $4,992-98.7% | $6,165-98.9% | $6,925-99.0% |