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 | $239,400 | $81,358+194.3% | $155,556+53.9% | $80,959+195.7% |
| Participation rate | 12.5% | 66.3%-53.8pp | 78.2%-65.7pp | 67.7%-55.2pp |
| Annual return | 15.21% | 33.39%-18.2pp | 64.84%-49.6pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,184 | $3,455-65.7% | $5,631-79.0% | $4,300-72.5% |
| Admin fee / account holder | $17 | $7,994-99.8% | $15,885-99.9% | $6,925-99.8% |