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 | $31,835 | $178,174-82.1% | $156,181-79.6% | $137,256-76.8% |
| Participation rate | 15.0% | 82.0%-67.0pp | 78.8%-63.8pp | 80.0%-65.0pp |
| Annual return | 31.53% | 84.19%-52.7pp | 64.87%-33.3pp | 220.34%-188.8pp |
| Employer contribution / active EE | $396 | $4,972-92.0% | $4,294-90.8% | $4,156-90.5% |
| Participant deferral / active EE | $2,641 | $6,888-61.7% | $6,132-56.9% | $6,407-58.8% |
| Admin fee / account holder | $77 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |