Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $61,444 | $136,860-55.1% | $120,344-48.9% | $154,746-60.3% |
| Participation rate | 58.3% | 79.9%-21.6pp | 76.7%-18.4pp | 80.7%-22.4pp |
| Annual return | 18.78% | 21.38%-2.6pp | 20.30%-1.5pp | 172.34%-153.6pp |
| Employer contribution / active EE | $521 | $3,533-85.2% | $3,020-82.7% | $4,379-88.1% |
| Participant deferral / active EE | $5,453 | $5,793-5.9% | $5,135+6.2% | $6,730-19.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |