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 | $110,971 | $88,596+25.3% | $70,098+58.3% | $134,509-17.5% |
| Participation rate | 57.1% | 74.9%-17.8pp | 70.5%-13.3pp | 81.2%-24.1pp |
| Annual return | -18.47% | 442.67%-461.1pp | 190.76%-209.2pp | 418.13%-436.6pp |
| Employer contribution / active EE | $166 | $3,235-94.9% | $2,560-93.5% | $4,741-96.5% |
| Participant deferral / active EE | $2,635 | $4,772-44.8% | $3,849-31.5% | $6,400-58.8% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |