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 | $32,312 | $156,398-79.3% | $147,318-78.1% | $138,895-76.7% |
| Participation rate | 31.3% | 83.8%-52.5pp | 82.1%-50.8pp | 79.9%-48.7pp |
| Annual return | 18.19% | 78.75%-60.6pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $787 | $4,853-83.8% | $4,593-82.9% | $4,194-81.2% |
| Participant deferral / active EE | $3,686 | $8,237-55.2% | $7,906-53.4% | $6,396-42.4% |
| Admin fee / account holder | $286 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |