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 | $124,425-50.6% | $112,040-45.2% | $137,256-55.2% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 18.78% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $521 | $3,411-84.7% | $2,954-82.3% | $4,156-87.5% |
| Participant deferral / active EE | $5,453 | $5,718-4.6% | $5,098+7.0% | $6,407-14.9% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |