Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,324 | $82,674-44.0% | $125,363-63.0% | $68,495-32.4% |
| Participation rate | 13.1% | 75.0%-61.9pp | 82.4%-69.3pp | 67.9%-54.8pp |
| Annual return | -6.56% | -5.97%-0.6pp | 572.15%-578.7pp | -7.84%+1.3pp |
| Employer contribution / active EE | $879 | $3,382-74.0% | $4,815-81.7% | $2,596-66.2% |
| Participant deferral / active EE | $1,380 | $6,111-77.4% | $7,447-81.5% | $4,028-65.7% |
| Admin fee / account holder | $18 | $6,276-99.7% | $10,005-99.8% | $5,403-99.7% |