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 | $17,882 | $172,111-89.6% | $150,298-88.1% | $137,256-87.0% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 36.99% | 69.37%-32.4pp | 62.79%-25.8pp | 220.34%-183.3pp |
| Employer contribution / active EE | $824 | $4,636-82.2% | $4,154-80.2% | $4,156-80.2% |
| Participant deferral / active EE | $4,422 | $6,166-28.3% | $5,453-18.9% | $6,407-31.0% |
| Admin fee / account holder | $76 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |