Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,220 | $100,139-88.8% | $85,187-86.8% | $145,884-92.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.23% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $295 | $3,238-90.9% | $2,732-89.2% | $4,662-93.7% |
| Participant deferral / active EE | $1,827 | $5,296-65.5% | $4,525-59.6% | $6,690-72.7% |
| Admin fee / account holder | $53 | $7,262-99.3% | $6,162-99.1% | $13,392-99.6% |