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 | $107,865 | $167,415-35.6% | $140,514-23.2% | $198,609-45.7% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 22.39% | 13.85%+8.5pp | 14.36%+8.0pp | 202.70%-180.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,750 | $5,579+110.6% | $4,919+138.9% | $6,977+68.4% |
| Admin fee / account holder | $249 | $16,730-98.5% | $13,697-98.2% | $19,030-98.7% |