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 | $44,934 | $63,342-29.1% | $92,236-51.3% | $70,131-35.9% |
| Participation rate | 28.0% | 68.7%-40.7pp | 76.5%-48.5pp | 69.5%-41.5pp |
| Annual return | 18.60% | 530.15%-511.6pp | 176.29%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $494 | $2,471-80.0% | $3,679-86.6% | $2,342-78.9% |
| Participant deferral / active EE | $2,002 | $2,854-29.9% | $3,897-48.6% | $3,332-39.9% |
| Admin fee / account holder | $51 | $3,840-98.7% | $5,194-99.0% | $4,645-98.9% |