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 | $13,036 | $37,446-65.2% | $77,513-83.2% | $79,852-83.7% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.4pp |
| Annual return | 27.60% | 39.76%-12.2pp | 54.81%-27.2pp | 31.72%-4.1pp |
| Employer contribution / active EE | $1 | $637-99.9% | $987-99.9% | $2,471-100.0% |
| Participant deferral / active EE | $973 | $1,261-22.8% | $1,861-47.7% | $3,740-74.0% |
| Admin fee / account holder | $16 | $2,506-99.4% | $2,859-99.5% | $5,306-99.7% |