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 | $41,855 | $92,684-54.8% | $82,706-49.4% | $134,509-68.9% |
| Participation rate | 47.4% | 75.2%-27.8pp | 72.6%-25.2pp | 81.2%-33.9pp |
| Annual return | -15.58% | 945.84%-961.4pp | 701.76%-717.3pp | 418.13%-433.7pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,413 | $4,800-49.7% | $4,394-45.1% | $6,400-62.3% |
| Admin fee / account holder | $212 | $5,982-96.5% | $5,329-96.0% | $11,427-98.1% |