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 | $38,732 | $86,701-55.3% | $73,309-47.2% | $125,389-69.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.9%-41.6pp | 83.2%-49.9pp |
| Annual return | -1.00% | 2.78%-3.8pp | 5.67%-6.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,917 | $5,549-65.5% | $4,991-61.6% | $5,352-64.2% |
| Admin fee / account holder | $236 | $7,768-97.0% | $5,635-95.8% | $9,541-97.5% |