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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,865 | $34,316-71.3% | $74,722-86.8% | $72,975-86.5% |
| Participation rate | 11.8% | 42.4%-30.6pp | 54.5%-42.7pp | 69.5%-57.7pp |
| Annual return | 36.48% | 26.58%+9.9pp | 753.11%-716.6pp | 81.01%-44.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $717 | $1,272-43.6% | $1,963-63.5% | $3,608-80.1% |
| Admin fee / account holder | $19 | $2,125-99.1% | $3,335-99.4% | $5,124-99.6% |