Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,635 | $117,694-93.5% | $71,755-89.4% | $134,532-94.3% |
| Participation rate | 62.5% | 68.8%-6.3pp | 62.3%+0.2pp | 81.2%-18.7pp |
| Annual return | -18.78% | 25.33%-44.1pp | 9.09%-27.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $204 | $2,523-91.9% | $1,704-88.0% | $4,741-95.7% |
| Participant deferral / active EE | $327 | $3,753-91.3% | $2,656-87.7% | $6,401-94.9% |
| Admin fee / account holder | $97 | $6,374-98.5% | $3,972-97.6% | $11,429-99.1% |