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 | $50,316 | $155,555-67.7% | $146,866-65.7% | $155,188-67.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.87% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,724 | $8,044-16.4% | $7,759-13.3% | $6,531+3.0% |
| Admin fee / account holder | $108 | $14,755-99.3% | $13,620-99.2% | $14,480-99.3% |