Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,238 | $47,479-78.4% | $62,929-83.7% | $82,448-87.6% |
| Participation rate | 25.0% | 66.9%-41.9pp | 73.1%-48.1pp | 68.1%-43.1pp |
| Annual return | 21.50% | 20.34%+1.2pp | 1063.93%-1042.4pp | 41.64%-20.1pp |
| Employer contribution / active EE | $87 | $1,885-95.4% | $2,505-96.5% | $2,551-96.6% |
| Participant deferral / active EE | $873 | $2,870-69.6% | $3,888-77.6% | $4,139-78.9% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |