Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,517 | $51,638-62.2% | $68,368-71.5% | $82,448-76.3% |
| Participation rate | 25.3% | 63.6%-38.3pp | 73.8%-48.4pp | 68.1%-42.8pp |
| Annual return | 14.51% | 37.53%-23.0pp | 292.57%-278.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,138 | $2,914-60.9% | $4,123-72.4% | $4,139-72.5% |
| Admin fee / account holder | $167 | $4,643-96.4% | $5,150-96.8% | $7,234-97.7% |