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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,534 | $92,219-78.8% | $76,768-74.6% | $135,379-85.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | 137.92% | 5.46%+132.5pp | 2.43%+135.5pp | 519.79%-381.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,519 | $4,508+44.6% | $3,852+69.3% | $5,609+16.2% |
| Admin fee / account holder | $238 | $10,749-97.8% | $6,675-96.4% | $10,828-97.8% |