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 | $45,409 | $113,338-59.9% | $94,993-52.2% | $147,586-69.2% |
| Participation rate | 53.3% | 78.0%-24.6pp | 73.9%-20.6pp | 82.8%-29.5pp |
| Annual return | 19.06% | 20.80%-1.7pp | 27.14%-8.1pp | 578.59%-559.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,588 | $3,777-58.0% | $3,317-52.1% | $5,439-70.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |