Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $75,342 | $167,362-55.0% | $143,799-47.6% | $134,532-44.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.95% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $868 | $5,620-84.5% | $4,952-82.5% | $4,741-81.7% |
| Participant deferral / active EE | $6,310 | $6,447-2.1% | $5,638+11.9% | $6,401-1.4% |
| Admin fee / account holder | $208 | $18,094-98.8% | $14,677-98.6% | $11,429-98.2% |