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 | $221,234 | $88,778+149.2% | $81,844+170.3% | $145,884+51.7% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 13.42% | 1033.03%-1019.6pp | 778.87%-765.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,266 | $4,648-72.8% | $4,323-70.7% | $6,690-81.1% |
| Admin fee / account holder | $50 | $8,430-99.4% | $7,355-99.3% | $13,392-99.6% |