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 | $18,939 | $88,815-78.7% | $81,882-76.9% | $145,897-87.0% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 14.71% | 1033.75%-1019.0pp | 779.47%-764.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $188 | $3,086-93.9% | $2,916-93.6% | $4,663-96.0% |
| Participant deferral / active EE | $1,997 | $4,647-57.0% | $4,323-53.8% | $6,689-70.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |