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 | $23,193 | $138,076-83.2% | $123,553-81.2% | $135,380-82.9% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $448 | $5,152-91.3% | $4,628-90.3% | $4,779-90.6% |
| Participant deferral / active EE | $9,800 | $6,800+44.1% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |