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 | $11,196 | $102,595-89.1% | $94,057-88.1% | $154,746-92.8% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 18.73% | 583.42%-564.7pp | 480.62%-461.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $281 | $3,147-91.1% | $2,933-90.4% | $4,379-93.6% |
| Participant deferral / active EE | $1,601 | $5,118-68.7% | $4,709-66.0% | $6,730-76.2% |
| Admin fee / account holder | $279 | $7,736-96.4% | $7,244-96.1% | $14,365-98.1% |