Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,213 | $93,117-91.2% | $77,096-89.3% | $134,532-93.9% |
| Participation rate | 58.3% | 74.5%-16.2pp | 67.9%-9.6pp | 81.2%-22.9pp |
| Annual return | -11.06% | 62.67%-73.7pp | 42.35%-53.4pp | 418.27%-429.3pp |
| Employer contribution / active EE | $1,511 | $3,420-55.8% | $2,814-46.3% | $4,741-68.1% |
| Participant deferral / active EE | $758 | $5,241-85.5% | $4,429-82.9% | $6,401-88.2% |
| Admin fee / account holder | $18 | $6,948-99.7% | $5,428-99.7% | $11,429-99.8% |