Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,374 | $103,392-22.3% | $87,104-7.7% | $152,897-47.4% |
| Participation rate | 56.3% | 79.4%-23.1pp | 76.9%-20.6pp | 82.5%-26.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $605 | $3,221-81.2% | $2,521-76.0% | $4,764-87.3% |
| Participant deferral / active EE | $1,733 | $4,778-63.7% | $4,048-57.2% | $5,851-70.4% |
| Admin fee / account holder | $187 | $12,194-98.5% | $7,491-97.5% | $11,599-98.4% |