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 | $155,447 | $61,755+151.7% | $97,161+60.0% | $80,911+92.1% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.7%-32.7pp | 67.6%-27.6pp |
| Annual return | 15.89% | -557.90%+573.8pp | 75.36%-59.5pp | 35.63%-19.7pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,147 | $3,026-29.1% | $4,265-49.7% | $4,297-50.0% |
| Admin fee / account holder | $192 | $5,166-96.3% | $5,647-96.6% | $6,935-97.2% |