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 | $63,418 | $152,591-58.4% | $117,529-46.0% | $134,545-52.9% |
| Participation rate | 27.3% | 77.1%-49.8pp | 70.6%-43.3pp | 81.2%-54.0pp |
| Annual return | -18.24% | 53.04%-71.3pp | 29.77%-48.0pp | 418.37%-436.6pp |
| Employer contribution / active EE | $103 | $5,576-98.2% | $4,179-97.5% | $4,742-97.8% |
| Participant deferral / active EE | $2,275 | $4,821-52.8% | $4,072-44.1% | $6,401-64.5% |
| Admin fee / account holder | $113 | $7,004-98.4% | $5,645-98.0% | $11,431-99.0% |