Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,323 | $178,174-74.6% | $156,181-71.0% | $137,256-67.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 22.80% | 84.19%-61.4pp | 64.87%-42.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $959 | $4,972-80.7% | $4,294-77.7% | $4,156-76.9% |
| Participant deferral / active EE | $8,792 | $6,888+27.6% | $6,132+43.4% | $6,407+37.2% |
| Admin fee / account holder | $18 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |