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 | $9,526 | $82,324-88.4% | $68,803-86.2% | $134,545-92.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -19.06% | -2.17%-16.9pp | -6.37%-12.7pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,138 | $4,740-76.0% | $3,942-71.1% | $6,401-82.2% |
| Admin fee / account holder | $50 | $6,485-99.2% | $4,936-99.0% | $11,431-99.6% |